Q2 2019 13F Holders as of 6/30/2019
-
Type / Class
-
Equity / LOAD EQUITY FUND
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Number of holders
-
6
-
Total 13F shares, excl. options
-
42.7K
-
Shares change
-
-10.4K
-
Total reported value, excl. options
-
$1.96M
-
Value change
-
-$469K
-
Number of buys
-
3
-
Number of sells
-
-4
-
Price
-
$45.89
Significant Holders of AMERICAN FUNDS WASHINGTON MUTUAL A - LOAD EQUITY FUND as of Q2 2019
8 filings reported holding 939330106 - AMERICAN FUNDS WASHINGTON MUTUAL A - LOAD EQUITY FUND as of Q2 2019.
AMERICAN FUNDS WASHINGTON MUTUAL A - LOAD EQUITY FUND has 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 42.7K shares
.
Largest 8 shareholders include Arvest Bank Trust Division (21.1K shares), CARDEROCK CAPITAL MANAGEMENT INC (8.31K shares), HEADINVEST, LLC (6.01K shares), Williams Jones & Associates LLC (4.44K shares), Lake Point Wealth Management (1.83K shares), QCI ASSET MANAGEMENT INC/NY (974 shares), OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC (0 shares), and GOFEN & GLOSSBERG LLC /IL/ (0 shares).
This table shows the top 6 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.