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AMERICAN FD NEW PERSPECTIVE CL
AMERICAN FD NEW PERSPECTIVE CL. Institutional holdings reported to the SEC.

Institutional Holders (2016Q2)
Portfolio Summary: 12 Institutional holders with a total value of $3,643,558.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Maryland Capital Management 19,904 705,000 19.35%
2 GOFEN & GLOSSBERG LLC /IL/ 13,778 488,000 13.39%
3 ROTHSCHILD INVESTMENT LLC /IL 12,182 431,000 11.83%
4 OUTFITTER ADVISORS, LTD. 12,104 428,000 11.75%
5 AMARILLO NATIONAL BANK 11,910 422,000 11.58%
6 Arvest Bank Trust Division 9,237 327,000 8.97%
7 First American Bank 8,704 308,000 8.45%
8 Fisher Asset Management, LLC 7,183 259,000 7.11%
9 BOSTON FINANCIAL MANGEMENT LLC 5,658 200,000 5.49%
10 GLENMEDE TRUST CO NA 1,332 46,000 1.26%
11 WEALTHPLAN PARTNERS, LLC 581 20,558 0.56%
12 QCI ASSET MANAGEMENT INC/NY 243 9,000 0.25%

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.