Q4 2018 13F Holders as of 31 Dec 2018
-
Type / Class
-
Equity / LOAD EQUITY FUND
-
Total 13F shares
-
89,136
-
Share change
-
+37,991
-
Total reported value
-
$3,658,000
-
Price per share
-
$41.08
-
Number of holders
-
10
-
Value change
-
+$1,557,241
-
Number of buys
-
5
-
Number of sells
-
3
Institutional Holders of AMERICAN FUNDS WASHINGTON MUTUAL A - LOAD EQUITY FUND as of Q4 2018
As of 31 Dec 2018,
AMERICAN FUNDS WASHINGTON MUTUAL A - LOAD EQUITY FUND was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
89,136 shares.
The largest 10 holders included
Arvest Bank Trust Division, ROTHSCHILD INVESTMENT CORP /IL, CARDEROCK CAPITAL MANAGEMENT INC, HEADINVEST, LLC, OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC, FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC, BTR CAPITAL MANAGEMENT INC, GOFEN & GLOSSBERG LLC /IL/, Lake Point Wealth Management, and QCI ASSET MANAGEMENT INC/NY.
This page lists
10
institutional shareholders reporting positions in this security
for the Q4 2018 filing period.
| 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.