Q2 2014 13F Holders as of 30 Jun 2014
-
Type / Class
-
Equity / COM
-
Total 13F shares
-
179,682
-
Share change
-
-19,154
-
Total reported value
-
$6,977,127
-
Price per share
-
$38.82
-
Number of holders
-
13
-
Value change
-
-$737,734
-
Number of buys
-
3
-
Number of sells
-
4
Institutional Holders of American Funds New Perspective - COM as of Q2 2014
As of 30 Jun 2014,
American Funds New Perspective - COM was held by
13 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
179,682 shares.
The largest 10 holders included
Janney Montgomery Scott LLC, BancorpSouth Inc, OUTFITTER ADVISORS, LTD., GOFEN & GLOSSBERG LLC /IL/, WOODMONT INVESTMENT COUNSEL LLC, ROTHSCHILD INVESTMENT CORP /IL, TELEMUS CAPITAL, LLC, COMPASS CAPITAL MANAGEMENT INC/, FIRST AMERICAN BANK, and Endurance Wealth Management, Inc..
This page lists
13
institutional shareholders reporting positions in this security
for the Q2 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.