Q3 2014 13F Holders as of 30 Sep 2014
-
Type / Class
-
Equity / LOAD EQUITY FUND
-
Total 13F shares
-
26,325
-
Share change
-
+1,739
-
Total reported value
-
$1,423,000
-
Price per share
-
$54.07
-
Number of holders
-
5
-
Value change
-
+$94,122
-
Number of buys
-
4
-
Number of sells
-
2
Institutional Holders of AMERICAN FUNDS FUNDAMENT - LOAD EQUITY FUND as of Q3 2014
As of 30 Sep 2014,
AMERICAN FUNDS FUNDAMENT - LOAD EQUITY FUND was held by
5 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
26,325 shares.
The largest 5 holders included
OUTFITTER ADVISORS, LTD., LATHROP INVESTMENT MANAGEMENT CORP, M&R CAPITAL MANAGEMENT INC, ROTHSCHILD INVESTMENT CORP /IL, and Ledyard National Bank.
This page lists
5
institutional shareholders reporting positions in this security
for the Q3 2014 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.