Q4 2018 13F Holders as of 31 Dec 2018
-
Type / Class
-
Equity / FD
-
Total 13F shares
-
60,437
-
Share change
-
+18,057
-
Total reported value
-
$2,276,000
-
Price per share
-
$37.66
-
Number of holders
-
5
-
Value change
-
+$680,367
-
Number of buys
-
5
Institutional Holders of AMERICAN FUNDS NEW PERSP ECTIV - FD as of Q4 2018
As of 31 Dec 2018 AMERICAN FUNDS NEW PERSP ECTIV - FD had 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 60,437 shares of stock of the company.
Largest 5 holders included ROTHSCHILD INVESTMENT CORP /IL, Maryland Capital Management, MOTCO, Intercontinental Wealth Advisors, LLC, and Ledyard National Bank.
This table shows 5 institutional shareholders of the security as of 31 Dec 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.