Q4 2018 13F Holders as of 12/31/2018
-
Type / Class
-
Equity / LOAD EQUITY FUND
-
Number of holders
-
10
-
Total 13F shares, excl. options
-
89.1K
-
Shares change
-
+38K
-
Total reported value, excl. options
-
$3.66M
-
Value change
-
+$1.56M
-
Number of buys
-
5
-
Number of sells
-
-3
-
Price
-
$41.08
Significant Holders of AMERICAN FUNDS WASHINGTON MUTUAL A - LOAD EQUITY FUND as of Q4 2018
10 filings reported holding 939330106 - AMERICAN FUNDS WASHINGTON MUTUAL A - LOAD EQUITY FUND as of Q4 2018.
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 89.1K shares
.
Largest 10 shareholders include Arvest Bank Trust Division (20.8K shares), ROTHSCHILD INVESTMENT CORP /IL (15K shares), CARDEROCK CAPITAL MANAGEMENT INC (13K shares), HEADINVEST, LLC (11.7K shares), OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC (8.88K shares), FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC (6.2K shares), BTR CAPITAL MANAGEMENT INC (5.66K shares), GOFEN & GLOSSBERG LLC /IL/ (5.23K shares), Lake Point Wealth Management (1.83K shares), and QCI ASSET MANAGEMENT INC/NY (825 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.