Q3 2018 13F Holders as of 30 Sep 2018
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Type / Class
-
Equity / LOAD EQUITY FUND
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Total 13F shares
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19,498
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Share change
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+4,787
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Total reported value
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$1,273,320
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Price per share
-
$65.32
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Number of holders
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4
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Value change
-
+$312,783
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Number of buys
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2
Institutional Holders of AMERICAN FUNDS FUNDAMENT - LOAD EQUITY FUND as of Q3 2018
As of 30 Sep 2018 AMERICAN FUNDS FUNDAMENT - LOAD EQUITY FUND had 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 19,498 shares of stock of the company.
Largest 4 holders included INDEPENDENT INVESTORS INC, NORTH STAR ASSET MANAGEMENT INC, QCI ASSET MANAGEMENT INC/NY, and Winthrop Partners - WNY, LLC.
This table shows 4 institutional shareholders of the security as of 30 Sep 2018.
| 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.