Q1 2015 13F Holders as of 31 Mar 2015
-
Type / Class
-
Equity / LOAD EQUITY FUND
-
Number of holders
-
10
-
Total 13F shares, excl. options
-
269,695
-
Shares change
-
+9,330
-
Total reported value, excl. options
-
$11,017,289
-
Value change
-
+$380,127
-
Number of buys
-
6
-
Number of sells
-
-4
-
Price
-
$40.84
Significant Holders of AMERICAN FUNDS WASHINGTON MUTUAL A - LOAD EQUITY FUND as of Q1 2015
11 filings reported holding 939330106 - AMERICAN FUNDS WASHINGTON MUTUAL A - LOAD EQUITY FUND as of Q1 2015.
AMERICAN FUNDS WASHINGTON MUTUAL A - LOAD EQUITY FUND has 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 269,695 shares
.
Largest 10 shareholders include Janney Montgomery Scott LLC (167,733 shares), BancorpSouth Inc (31,726 shares), FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC (19,147 shares), FDx Advisors, Inc. (14,200 shares), OUTFITTER ADVISORS, LTD. (12,084 shares), Arvest Trust Co (8,623 shares), OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC (5,956 shares), Williams Jones & Associates LLC (5,078 shares), ZWJ INVESTMENT COUNSEL INC (4,994 shares), and CT Financial Advisors LLC (154 shares).
This table shows the top 10 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.