ANCFX
American Funds Fundamental Investors
1W: -1.2%
1M: -1.0%
3M: -1.4%
YTD: +9.5%
1Y: +14.6%
3Y: +92.0%
5Y: +85.8%
$102.55
+0.84 (+0.83%)
Weekly Expected Move ±1.5%
$99
$100
$102
$103
$105
Institutional Ownership — ANCFX
5
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
4M
Total Invested
0
New Positions
4
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (9 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Westside Investment Management, Inc. | 16,652 | 2M | +146 | +0.9% | 4Q | SEC ↗ |
| 2 | Coston, McIsaac & Partners | 14,748 | 2M | +164 | +1.1% | 16Q | SEC ↗ |
| 3 | NORTH STAR ASSET MANAGEMENT INC | 9,096 | 933K | +39 | +0.4% | 12Q | SEC ↗ |
| 4 | Game Plan Financial Advisors, LLC | 93 | 10K | +1 | +1.1% | 11Q | SEC ↗ |
| 5 | Financial Gravity Asset Management, In | 2 | 0K | — | +0.0% | 3Q | SEC ↗ |
| 6 | Coastwise Capital Group, LLC | 0 | 0K | -3,851 | -100.0% | 2Q | SEC ↗ |
| 7 | OAKWORTH CAPITAL, INC. | 0 | 0K | -689 | -100.0% | 1Q | SEC ↗ |
| 8 | Financially Speaking Inc | 0 | 0K | -3,959 | -100.0% | 5Q | SEC ↗ |
| 9 | FERGUSON WELLMAN CAPITAL MANAGEMENT, I | 0 | 0K | -4,643 | -100.0% | 13Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT | 4,643 | 476K |
| Financially Speaking Inc | 3,959 | 406K |
| Coastwise Capital Group, LLC | 3,851 | 395K |
| OAKWORTH CAPITAL, INC. | 689 | 71K |
Biggest Increases (4)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Coston, McIsaac & Partners | +164 | +1.1% | 14,748 |
| Westside Investment Management, Inc | +146 | +0.9% | 16,652 |
| NORTH STAR ASSET MANAGEMENT INC | +39 | +0.4% | 9,096 |
| Game Plan Financial Advisors, LLC | +1 | +1.1% | 93 |
Biggest Decreases (0)
None.