Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / FD
-
Number of holders
-
4
-
Total 13F shares, excl. options
-
47,741
-
Shares change
-
+9,493
-
Total reported value, excl. options
-
$3,170,000
-
Value change
-
+$630,707
-
Number of buys
-
3
-
Number of sells
-
-1
-
Price
-
$66.39
Significant Holders of AMERICAN FUNDS NEW PERSP ECTIV - FD as of Q4 2021
4 filings reported holding 648018778 - AMERICAN FUNDS NEW PERSP ECTIV - FD as of Q4 2021.
AMERICAN FUNDS NEW PERSP ECTIV - FD has 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 47,741 shares
.
Largest 4 shareholders include ROTHSCHILD INVESTMENT CORP /IL (26,389 shares), MOTCO (10,258 shares), NORTH STAR ASSET MANAGEMENT INC (6,694 shares), and PALLADIUM PARTNERS LLC (4,400 shares).
This table shows the top 4 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.