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American Funds - New World Fund
American Funds - New World Fund. Institutional holdings reported to the SEC.
Institutional Holders (2017Q1)
Portfolio Summary: 2 Institutional holders with a total value of $59,030.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CT Financial Advisors LLC 580 33,015 55.93%
2 MassMutual Private Wealth & Trust, FSB 457 26,015 44.07%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.