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American Funds - Fundamental Investors
American Funds - Fundamental Investors. Institutional holdings reported to the SEC.

Institutional Holders (2016Q2)
Portfolio Summary: 3 Institutional holders with a total value of $489,321.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 ROTHSCHILD INVESTMENT LLC /IL 6,246 324,000 66.21%
2 WEALTHPLAN PARTNERS, LLC 3,125 162,321 33.17%
3 GLENMEDE TRUST CO NA 66 3,000 0.61%

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.