Q2 2016 13F Holders as of 30 Jun 2016
-
Type / Class
-
Equity / LOAD EQUITY FUND
-
Total 13F shares
-
102,816
-
Share change
-
+39,963
-
Total reported value
-
$3,643,558
-
Price per share
-
$35.39
-
Number of holders
-
12
-
Value change
-
+$1,413,896
-
Number of buys
-
7
-
Number of sells
-
1
Institutional Holders of AMERICAN FUNDS NEW PERSP - LOAD EQUITY FUND as of Q2 2016
As of 30 Jun 2016,
AMERICAN FUNDS NEW PERSP - LOAD EQUITY FUND was held by
12 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
102,816 shares.
The largest 10 holders included
Maryland Capital Management, GOFEN & GLOSSBERG LLC /IL/, ROTHSCHILD INVESTMENT CORP /IL, OUTFITTER ADVISORS, LTD., AMARILLO NATIONAL BANK, Arvest Bank Trust Division, FIRST AMERICAN BANK, Fisher Asset Management, LLC, BOSTON FINANCIAL MANGEMENT LLC, and GLENMEDE TRUST CO NA.
This page lists
12
institutional shareholders reporting positions in this security
for the Q2 2016 filing period.
| 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.