Q3 2015 13F Holders as of 9/30/2015
-
Type / Class
-
Equity / LOAD EQUITY FUND
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Number of holders
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5
-
Total 13F shares, excl. options
-
36.8K
-
Shares change
-
-33.1K
-
Total reported value, excl. options
-
$1.79M
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Value change
-
-$1.72M
-
Number of sells
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-7
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Price
-
$48.77
Significant Holders of AMERICAN FUNDS FUNDAMENTAL INVS A - LOAD EQUITY FUND as of Q3 2015
11 filings reported holding 360802102 - AMERICAN FUNDS FUNDAMENTAL INVS A - LOAD EQUITY FUND as of Q3 2015.
AMERICAN FUNDS FUNDAMENTAL INVS A - LOAD EQUITY FUND has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 36.8K shares
.
Largest 10 shareholders include INDEPENDENT INVESTORS INC (19K shares), OUTFITTER ADVISORS, LTD. (7.09K shares), M&R CAPITAL MANAGEMENT INC (5.26K shares), LATHROP INVESTMENT MANAGEMENT CORP (5.09K shares), CT Financial Advisors LLC (367 shares), Arvest Trust Co (0 shares), CATAWBA CAPITAL MANAGEMENT /VA (0 shares), ROTHSCHILD INVESTMENT CORP /IL (0 shares), Fisher Asset Management, LLC (0 shares), and Ledyard National Bank (0 shares).
This table shows the top 5 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.