Q3 2014 13F Holders as of 30 Sep 2014
-
Type / Class
-
Equity / LOAD EQUITY FUND
-
Number of holders
-
9
-
Total 13F shares, excl. options
-
254,741
-
Shares change
-
-17,428
-
Total reported value, excl. options
-
$10,661,148
-
Value change
-
-$726,912
-
Number of buys
-
2
-
Number of sells
-
5
-
Price
-
$41.85
Institutional Holders of AMERICAN FUNDS WASHINGTON MUTUAL A - LOAD EQUITY FUND as of Q3 2014
As of 30 Sep 2014 AMERICAN FUNDS WASHINGTON MUTUAL A - LOAD EQUITY FUND had 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 254,741 shares of stock of the company.
Largest 10 holders included Janney Montgomery Scott LLC, BancorpSouth Inc, FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC, OUTFITTER ADVISORS, LTD., OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC, WOODMONT INVESTMENT COUNSEL LLC, Arvest Trust Co, Williams Jones & Associates LLC, TRUST DEPARTMENT MB FINANCIAL BANK N A, and Fisher Asset Management, LLC.
This table shows 10 institutional shareholders of the security as of 30 Sep 2014.
| 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.