Q4 2015 13F Holders as of 12/31/2015
-
Type / Class
-
Equity / LOAD EQUITY FUND
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Number of holders
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10
-
Total 13F shares, excl. options
-
99.8K
-
Shares change
-
+21.7K
-
Total reported value, excl. options
-
$3.84M
-
Value change
-
+$835K
-
Number of buys
-
6
-
Number of sells
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-2
-
Price
-
$38.45
Significant Holders of AMERICAN FUNDS WASHINGTON MUTUAL A - LOAD EQUITY FUND as of Q4 2015
11 filings reported holding 939330106 - AMERICAN FUNDS WASHINGTON MUTUAL A - LOAD EQUITY FUND as of Q4 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 99.8K shares
.
Largest 10 shareholders include BANCORPSOUTH INC (31.4K shares), FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC (20.1K shares), OUTFITTER ADVISORS, LTD. (12.1K shares), SOUTH TEXAS MONEY MANAGEMENT LTD (11K shares), Arvest Trust Co (9.02K shares), OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC (5.96K shares), Williams Jones & Associates LLC (5.35K shares), REILLY FINANCIAL ADVISORS, LLC (4.69K shares), CT Financial Advisors LLC (163 shares), and Advocacy Wealth Management Services, LLC (44 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.