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AMERICAN FUNDAMENTAL INVESTORS CLASS A
AMERICAN FUNDAMENTAL INVESTORS CLASS A. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 7 Institutional holders with a total value of $2,005,105.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Janney Montgomery Scott LLC 12,233 630,227 31.43%
2 LATHROP INVESTMENT MANAGEMENT CO 7,559 389,000 19.40%
3 OUTFITTER ADVISORS, LTD. 7,094 365,000 18.20%
4 M&R CAPITAL MANAGEMENT INC 5,832 300,000 14.96%
5 ROTHSCHILD INVESTMENT LLC /IL 4,255 219,000 10.92%
6 CT Financial Advisors LLC 1,878 97,878 4.88%
7 GOFEN & GLOSSBERG LLC /IL/ 76 4,000 0.20%

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.