CAIBX
American Funds Capital Income Builder Class A
1W: -1.4%
1M: -3.9%
3M: -3.0%
YTD: +4.1%
1Y: +1.2%
3Y: +43.4%
5Y: +38.9%
$80.61
+0.18 (+0.22%)
Weekly Expected Move ±0.7%
$79
$80
$80
$81
$82
Institutional Ownership — CAIBX
5
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
1M
Total Invested
1
New Positions
1
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (6 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Westside Investment Management, Inc. | 7,800 | 629K | — | +0.0% | 4Q | SEC ↗ |
| 2 | Coston, McIsaac & Partners | 1,625 | 131K | +2 | +0.1% | 16Q | SEC ↗ |
| 3 | Vermillion Wealth Management, Inc. NEW | 1,223 | 99K | — | +0.0% | 1Q | SEC ↗ |
| 4 | McIlrath & Eck, LLC NEW | 202 | 16K | — | +0.0% | 1Q | SEC ↗ |
| 5 | Game Plan Financial Advisors, LLC | 29 | 2K | — | +0.0% | 11Q | SEC ↗ |
| 6 | Kohmann Bosshard Financial Services, L | 0 | 0K | -86 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Vermillion Wealth Management, Inc. | 1,223 | 99K |
| McIlrath & Eck, LLC | 202 | 16K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Kohmann Bosshard Financial Services | 86 | 7K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Coston, McIsaac & Partners | +2 | +0.1% | 1,625 |
Biggest Decreases (0)
None.