Q3 2014 13F Holders as of 30 Sep 2014
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Type / Class
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Equity / LOAD EQUITY FUND
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Number of holders
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9
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Total 13F shares, excl. options
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255K
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Shares change
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-17.4K
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Total reported value, excl. options
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$10.7M
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Value change
-
-$727K
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Number of buys
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2
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Number of sells
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-5
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Price
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$41.85
Significant Holders of AMERICAN FUNDS WASHINGTON MUTUAL A - LOAD EQUITY FUND as of Q3 2014
10 filings reported holding 939330106 - AMERICAN FUNDS WASHINGTON MUTUAL A - LOAD EQUITY FUND as of Q3 2014.
AMERICAN FUNDS WASHINGTON MUTUAL A - LOAD EQUITY FUND has 9 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 255K shares
.
Largest 10 shareholders include Janney Montgomery Scott LLC (166K shares), BancorpSouth Inc (29.9K shares), FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC (19K shares), OUTFITTER ADVISORS, LTD. (12.1K shares), OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC (7.47K shares), WOODMONT INVESTMENT COUNSEL LLC (6.81K shares), Arvest Trust Co (6.29K shares), Williams Jones & Associates LLC (4.81K shares), TRUST DEPARTMENT MB FINANCIAL BANK N A (2.3K shares), and Fisher Asset Management, LLC (0 shares).
This table shows the top 9 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.