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

Institutional Holders (2016Q2)
Portfolio Summary: 7 Institutional holders with a total value of $1,887,919.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CT Financial Advisors LLC 388 20,139 1.07%
2 WEALTHPLAN PARTNERS, LLC 900 46,780 2.48%
3 CATAWBA CAPITAL MANAGEMENT /VA 3,963 206,000 10.91%
4 LATHROP INVESTMENT MANAGEMENT CO 4,329 225,000 11.92%
5 Arvest Bank Trust Division 6,083 316,000 16.74%
6 OUTFITTER ADVISORS, LTD. 7,094 369,000 19.55%
7 INDEPENDENT INVESTORS INC 13,576 705,000 37.34%

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.