Q2 2015 13F Holders as of 30 Jun 2015
-
Type / Class
-
Equity / LOAD EQUITY FUND
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Number of holders
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8
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Total 13F shares, excl. options
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251K
-
Shares change
-
-18.9K
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Total reported value, excl. options
-
$10M
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Value change
-
-$773K
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Number of buys
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5
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Number of sells
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-3
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Price
-
$40.17
Significant Holders of AMERICAN FUNDS WASHINGTON MUTUAL A - LOAD EQUITY FUND as of Q2 2015
10 filings reported holding 939330106 - AMERICAN FUNDS WASHINGTON MUTUAL A - LOAD EQUITY FUND as of Q2 2015.
AMERICAN FUNDS WASHINGTON MUTUAL A - LOAD EQUITY FUND has 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 251K shares
.
Largest 10 shareholders include Janney Montgomery Scott LLC (170K shares), BancorpSouth Inc (29.4K shares), FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC (19.2K shares), OUTFITTER ADVISORS, LTD. (12.1K shares), Arvest Trust Co (8.65K shares), OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC (5.96K shares), Williams Jones & Associates LLC (5.1K shares), CT Financial Advisors LLC (155 shares), FDx Advisors, Inc. (0 shares), and ZWJ INVESTMENT COUNSEL INC (0 shares).
This table shows the top 8 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.