Q1 2014 13F Holders as of 31 Mar 2014
-
Type / Class
-
Equity / COM
-
Number of holders
-
13
-
Total 13F shares, excl. options
-
198,836
-
Shares change
-
+10,622
-
Total reported value, excl. options
-
$7,492,740
-
Value change
-
+$400,726
-
Number of buys
-
3
-
Number of sells
-
-3
-
Price
-
$37.66
Significant Holders of American Funds New Perspective - COM as of Q1 2014
14 filings reported holding 648018109 - American Funds New Perspective - COM as of Q1 2014.
American Funds New Perspective - COM has 13 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 198,836 shares
.
Largest 10 shareholders include Janney Montgomery Scott LLC (92,346 shares), BancorpSouth Inc (19,937 shares), OUTFITTER ADVISORS, LTD. (12,104 shares), GOFEN & GLOSSBERG LLC /IL/ (11,335 shares), ROTHSCHILD INVESTMENT CORP /IL (10,856 shares), WOODMONT INVESTMENT COUNSEL LLC (10,821 shares), COMPASS CAPITAL MANAGEMENT INC/ (8,527 shares), TELEMUS CAPITAL, LLC (7,856 shares), Endurance Wealth Management, Inc. (6,838 shares), and FIRST AMERICAN BANK (6,648 shares).
This table shows the top 13 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.