ANEFX
American Funds New Economy A
1W: -0.5%
1M: +0.6%
3M: -2.7%
YTD: +17.2%
1Y: +15.1%
3Y: +98.4%
5Y: +57.7%
$86.75
+0.64 (+0.74%)
Weekly Expected Move ±1.7%
$83
$85
$86
$88
$89
Institutional Ownership — ANEFX
2
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
1
New Positions
0
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (3 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Ethos Financial Group, LLC | 3,726 | 323K | — | +0.0% | 3Q | SEC ↗ |
| 2 | Coston, McIsaac & Partners NEW | 790 | 69K | — | +0.0% | 1Q | SEC ↗ |
| 3 | Karpus Management, Inc. | 0 | 0K | -10 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Coston, McIsaac & Partners | 790 | 69K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Karpus Management, Inc. | 10 | 1K |
Biggest Increases (0)
None.
Biggest Decreases (0)
None.