Q1 2015 13F Holders as of 3/31/2015
-
Type / Class
-
Equity / LOAD EQUITY FUND
-
Number of holders
-
10
-
Total 13F shares, excl. options
-
270K
-
Shares change
-
+9.33K
-
Total reported value, excl. options
-
$11M
-
Value change
-
+$380K
-
Number of buys
-
6
-
Number of sells
-
-4
-
Price
-
$40.84
Significant Holders of AMERICAN FUNDS WASHINGTON MUTUAL A - LOAD EQUITY FUND as of Q1 2015
11 filings reported holding 939330106 - AMERICAN FUNDS WASHINGTON MUTUAL A - LOAD EQUITY FUND as of Q1 2015.
AMERICAN FUNDS WASHINGTON MUTUAL A - LOAD EQUITY FUND has 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 270K shares
.
Largest 10 shareholders include Janney Montgomery Scott LLC (168K shares), BancorpSouth Inc (31.7K shares), FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC (19.1K shares), FDx Advisors, Inc. (14.2K shares), OUTFITTER ADVISORS, LTD. (12.1K shares), Arvest Trust Co (8.62K shares), OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC (5.96K shares), Williams Jones & Associates LLC (5.08K shares), ZWJ INVESTMENT COUNSEL INC (4.99K shares), and CT Financial Advisors LLC (154 shares).
This table shows the top 10 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.