Q2 2014 13F Holders as of 30 Jun 2014
-
Type / Class
-
Equity / LOAD EQUITY FUND
-
Number of holders
-
8
-
Total 13F shares, excl. options
-
272,143
-
Shares change
-
+15,014
-
Total reported value, excl. options
-
$11,329,934
-
Value change
-
+$628,449
-
Number of buys
-
5
-
Number of sells
-
-3
-
Price
-
$41.63
Significant Holders of AMERICAN FUNDS WASHINGTON MUTUAL A - LOAD EQUITY FUND as of Q2 2014
10 filings reported holding 939330106 - AMERICAN FUNDS WASHINGTON MUTUAL A - LOAD EQUITY FUND as of Q2 2014.
AMERICAN FUNDS WASHINGTON MUTUAL A - LOAD EQUITY FUND has 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 272,143 shares
.
Largest 10 shareholders include Janney Montgomery Scott LLC (173,719 shares), BancorpSouth Inc (31,720 shares), FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC (19,188 shares), Fisher Asset Management, LLC (13,693 shares), OUTFITTER ADVISORS, LTD. (12,084 shares), WOODMONT INVESTMENT COUNSEL LLC (8,001 shares), OSBORNE PARTNERS CAPITAL MANAGEMENT (7,473 shares), ARVEST TRUST CO N A (6,265 shares), Elite Wealth Management, LLC (0 shares), and GOFEN & GLOSSBERG LLC /IL/ (0 shares).
This table shows the top 8 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.