Q1 2019 13F Holders as of 31 Mar 2019
-
Type / Class
-
Equity / LOAD EQUITY FUND
-
Total 13F shares
-
160,355
-
Share change
-
-59,970
-
Total reported value
-
$3,545,000
-
Price per share
-
$22.08
-
Number of holders
-
5
-
Value change
-
-$1,244,627
-
Number of buys
-
1
-
Number of sells
-
7
Institutional Holders of AMERICAN FUNDS INCOME FUND OF AMER A - LOAD EQUITY FUND as of Q1 2019
As of 31 Mar 2019 AMERICAN FUNDS INCOME FUND OF AMER A - LOAD EQUITY FUND had 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 160,355 shares of stock of the company.
Largest 5 holders included Arvest Bank Trust Division, FIRST AMERICAN BANK, J. L. Bainbridge & Co., Inc., BOSTON FINANCIAL MANGEMENT LLC, and Lake Point Wealth Management.
This table shows 5 institutional shareholders of the security as of 31 Mar 2019.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.