Q2 2015 13F Holders as of 30 Jun 2015
-
Type / Class
-
Equity / LOAD EQUITY FUND
-
Number of holders
-
8
-
Total 13F shares, excl. options
-
250,756
-
Shares change
-
-18,939
-
Total reported value, excl. options
-
$10,043,252
-
Value change
-
-$773,211
-
Number of buys
-
5
-
Number of sells
-
3
-
Price
-
$40.17
Institutional Holders of AMERICAN FUNDS WASHINGTON MUTUAL A - LOAD EQUITY FUND as of Q2 2015
As of 30 Jun 2015 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 250,756 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., Arvest Trust Co, OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC, Williams Jones & Associates LLC, CT Financial Advisors LLC, ZWJ INVESTMENT COUNSEL INC, and FDx Advisors, Inc..
This table shows 10 institutional shareholders of the security as of 30 Jun 2015.
| 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.