Q1 2014 13F Holders as of 31 Mar 2014
-
Type / Class
-
Equity / COM
-
Total 13F shares
-
198,836
-
Share change
-
+10,622
-
Total reported value
-
$7,492,740
-
Price per share
-
$37.66
-
Number of holders
-
13
-
Value change
-
+$400,726
-
Number of buys
-
3
-
Number of sells
-
3
Institutional Holders of American Funds New Perspective - COM as of Q1 2014
As of 31 Mar 2014,
American Funds New Perspective - COM was held by
13 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
198,836 shares.
The largest 10 holders included
Janney Montgomery Scott LLC, BancorpSouth Inc, OUTFITTER ADVISORS, LTD., GOFEN & GLOSSBERG LLC /IL/, ROTHSCHILD INVESTMENT CORP /IL, WOODMONT INVESTMENT COUNSEL LLC, COMPASS CAPITAL MANAGEMENT INC/, TELEMUS CAPITAL, LLC, Endurance Wealth Management, Inc., and FIRST AMERICAN BANK.
This page lists
13
institutional shareholders reporting positions in this security
for the Q1 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.