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

Institutional Holders (2015Q2)
Portfolio Summary: 11 Institutional holders with a total value of $3,665,411.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 INDEPENDENT INVESTORS INC 18,956 998,000 27.23%
2 Janney Montgomery Scott LLC 12,233 630,227 17.19%
3 OUTFITTER ADVISORS, LTD. 7,094 374,000 10.20%
4 M&R CAPITAL MANAGEMENT INC 5,259 277,000 7.56%
5 LATHROP INVESTMENT MANAGEMENT CO 5,085 268,000 7.31%
6 Arvest Bank Trust Division 4,970 262,000 7.15%
7 Fisher Asset Management, LLC 4,722 249,000 6.79%
8 ROTHSCHILD INVESTMENT LLC /IL 4,651 245,000 6.68%
9 CATAWBA CAPITAL MANAGEMENT /VA 3,918 206,000 5.62%
10 CT Financial Advisors LLC 1,674 88,184 2.41%
11 Ledyard National Bank 1,288 68,000 1.86%

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.