Q2 2016 13F Holders as of 6/30/2016
-
Type / Class
-
Equity / LOAD EQUITY FUND
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Number of holders
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11
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Total 13F shares, excl. options
-
80.9K
-
Shares change
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+43.4K
-
Total reported value, excl. options
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$2.87M
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Value change
-
+$1.54M
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Number of buys
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9
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Price
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$35.45
Significant Holders of AMERICAN FUNDS INVMT CO OF AMER A - LOAD EQUITY FUND as of Q2 2016
11 filings reported holding 461308108 - AMERICAN FUNDS INVMT CO OF AMER A - LOAD EQUITY FUND as of Q2 2016.
AMERICAN FUNDS INVMT CO OF AMER A - LOAD EQUITY FUND has 11 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 80.9K shares
.
Largest 10 shareholders include GOFEN & GLOSSBERG LLC /IL/ (15.9K shares), AMARILLO NATIONAL BANK (11.6K shares), MERITAGE PORTFOLIO MANAGEMENT (9.87K shares), Vision Capital Management, Inc. (9.57K shares), Arvest Bank Trust Division (8.27K shares), W.G. Shaheen & Associates DBA Whitney & Co (7.63K shares), ROTHSCHILD INVESTMENT CORP /IL (6.91K shares), BOSTON FINANCIAL MANGEMENT LLC (6.75K shares), Feltz Wealth PLAN Inc. (2.1K shares), and CT Financial Advisors LLC (1.77K shares).
This table shows the top 11 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.