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CAPITAL INCOME BUILDER CL A SH
CAPITAL INCOME BUILDER CL A SH. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 10 Institutional holders with a total value of $3,313,959.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Janney Montgomery Scott LLC 9,296 546,322 16.49%
2 CATAWBA CAPITAL MANAGEMENT /VA 8,948 526,000 15.87%
3 ROTHSCHILD INVESTMENT LLC /IL 8,011 471,000 14.21%
4 SPINNAKER TRUST 7,932 466,000 14.06%
5 Fisher Asset Management, LLC 6,398 376,000 11.35%
6 BECK MACK & OLIVER LLC 4,590 270,000 8.15%
7 WEDGEWOOD INVESTORS INC /PA/ 4,062 239,000 7.21%
8 Sandy Spring Bank 3,479 204,000 6.16%
9 Endurance Wealth Management, Inc. 3,474 204,000 6.16%
10 CT Financial Advisors LLC 196 11,637 0.35%

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.