Q4 2017 13F Holders as of 31 Dec 2017
-
Type / Class
-
Equity / LOAD EQUITY FUND
-
Number of holders
-
10
-
Total 13F shares, excl. options
-
104,042
-
Shares change
-
+3,607
-
Total reported value, excl. options
-
$4,749,957
-
Value change
-
+$180,401
-
Number of buys
-
7
-
Number of sells
-
-2
-
Price
-
$45.65
Significant Holders of AMERICAN FUNDS WASHINGTON MUTUAL A - LOAD EQUITY FUND as of Q4 2017
11 filings reported holding 939330106 - AMERICAN FUNDS WASHINGTON MUTUAL A - LOAD EQUITY FUND as of Q4 2017.
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 104,042 shares
.
Largest 10 shareholders include Arvest Bank Trust Division (24,318 shares), Vision Capital Management, Inc. (18,836 shares), FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC (17,449 shares), OUTFITTER ADVISORS, LTD. (11,478 shares), TOWER BRIDGE ADVISORS (6,746 shares), DONALDSON CAPITAL MANAGEMENT, LLC (6,596 shares), GOFEN & GLOSSBERG LLC /IL/ (6,275 shares), OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC (5,956 shares), Williams Jones & Associates LLC (5,040 shares), and QCI ASSET MANAGEMENT INC/NY (1,348 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.