Q4 2016 13F Holders as of 31 Dec 2016
-
Type / Class
-
Equity / LOAD EQUITY FUND
-
Number of holders
-
6
-
Total 13F shares, excl. options
-
61,365
-
Shares change
-
+474
-
Total reported value, excl. options
-
$2,515,104
-
Value change
-
+$20,818
-
Number of buys
-
3
-
Number of sells
-
-1
-
Price
-
$40.97
Significant Holders of AMERICAN FUNDS WASHINGTON MUTUAL A - LOAD EQUITY FUND as of Q4 2016
7 filings reported holding 939330106 - AMERICAN FUNDS WASHINGTON MUTUAL A - LOAD EQUITY FUND as of Q4 2016.
AMERICAN FUNDS WASHINGTON MUTUAL A - LOAD EQUITY FUND has 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 61,365 shares
.
Largest 7 shareholders include FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC (19,348 shares), Arvest Bank Trust Division (18,275 shares), OUTFITTER ADVISORS, LTD. (12,084 shares), OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC (5,956 shares), Boston Common Asset Management, LLC (5,529 shares), CT Financial Advisors LLC (173 shares), and Williams Jones & Associates LLC (0 shares).
This table shows the top 6 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.