Amer Fds - Fundamental Inv's ticker is and the CUSIP is 360802821. A total of 3 filers reported holding Amer Fds - Fundamental Inv in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $475,000 | -24.8% | 6,315 | -23.8% | 0.08% | -26.2% |
Q2 2021 | $632,000 | -35.9% | 8,286 | -38.4% | 0.11% | -41.8% |
Q1 2021 | $986,000 | +6.0% | 13,452 | 0.0% | 0.18% | -2.1% |
Q4 2020 | $930,000 | +13.1% | 13,452 | 0.0% | 0.19% | -1.6% |
Q3 2020 | $822,000 | +6.6% | 13,452 | 0.0% | 0.19% | -4.5% |
Q2 2020 | $771,000 | +17.4% | 13,452 | 0.0% | 0.20% | -3.8% |
Q1 2020 | $657,000 | -36.5% | 13,452 | -19.4% | 0.21% | -18.1% |
Q4 2019 | $1,034,000 | +5.0% | 16,684 | 0.0% | 0.25% | -7.3% |
Q3 2019 | $985,000 | -0.7% | 16,684 | -0.3% | 0.27% | -2.5% |
Q2 2019 | $992,000 | +26.4% | 16,739 | +24.4% | 0.28% | +18.1% |
Q1 2019 | $785,000 | +11.7% | 13,452 | 0.0% | 0.24% | -5.6% |
Q4 2018 | $703,000 | -20.0% | 13,452 | 0.0% | 0.25% | +3.7% |
Q3 2018 | $879,000 | +4.4% | 13,452 | 0.0% | 0.24% | -8.0% |
Q2 2018 | $842,000 | +1.4% | 13,452 | 0.0% | 0.26% | -4.3% |
Q1 2018 | $830,000 | -0.8% | 13,452 | 0.0% | 0.28% | -5.2% |
Q4 2017 | $837,000 | +0.7% | 13,452 | 0.0% | 0.29% | +2.5% |
Q3 2017 | $831,000 | +4.9% | 13,452 | 0.0% | 0.28% | +10.9% |
Q2 2017 | $792,000 | +1.8% | 13,452 | 0.0% | 0.26% | +0.8% |
Q1 2017 | $778,000 | +6.3% | 13,452 | 0.0% | 0.25% | +1.2% |
Q4 2016 | $732,000 | +0.8% | 13,452 | 0.0% | 0.25% | -3.1% |
Q3 2016 | $726,000 | +3.9% | 13,452 | 0.0% | 0.26% | -1.9% |
Q2 2016 | $699,000 | +1.5% | 13,452 | -0.9% | 0.26% | -14.0% |
Q1 2016 | $689,000 | +0.1% | 13,572 | 0.0% | 0.31% | +3.4% |
Q4 2015 | $688,000 | +4.6% | 13,572 | +0.6% | 0.30% | +8.0% |
Q3 2015 | $658,000 | -7.3% | 13,491 | +0.1% | 0.28% | +19.0% |
Q2 2015 | $710,000 | +1.1% | 13,484 | +0.0% | 0.23% | -9.4% |
Q1 2015 | $702,000 | – | 13,478 | – | 0.26% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Private Capital Advisors, Inc. | 8,286 | $632,000 | 0.11% |
ENCOMPASS WEALTH ADVISORS, LLC | 3,678 | $280,000 | 0.07% |
GOFEN & GLOSSBERG LLC /IL/ | 6,048 | $462,000 | 0.01% |