Amer Fds - Fundamental Inv's ticker is and the CUSIP is 360802821. A total of 5 filers reported holding Amer Fds - Fundamental Inv in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $1,560,000 | 0.0% | 26,424 | +0.3% | 0.02% | +5.0% |
| Q2 2019 | $1,560,000 | +2.8% | 26,334 | +1.3% | 0.02% | 0.0% |
| Q1 2019 | $1,517,000 | +12.0% | 25,994 | +0.3% | 0.02% | 0.0% |
| Q4 2018 | $1,354,000 | -12.5% | 25,909 | +9.4% | 0.02% | +5.3% |
| Q3 2018 | $1,547,000 | +4.7% | 23,677 | +0.3% | 0.02% | 0.0% |
| Q2 2018 | $1,477,000 | +2.6% | 23,606 | +1.1% | 0.02% | +5.6% |
| Q1 2018 | $1,440,000 | +0.8% | 23,342 | +1.6% | 0.02% | +12.5% |
| Q4 2017 | $1,428,000 | +6.7% | 22,965 | +6.1% | 0.02% | +6.7% |
| Q3 2017 | $1,338,000 | +5.3% | 21,644 | +0.3% | 0.02% | 0.0% |
| Q2 2017 | $1,271,000 | +7.3% | 21,576 | +5.3% | 0.02% | +7.1% |
| Q1 2017 | $1,185,000 | +6.3% | 20,485 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $1,115,000 | +1.6% | 20,485 | 0.0% | 0.01% | +7.7% |
| Q3 2016 | $1,097,000 | -48.4% | 20,485 | -50.0% | 0.01% | 0.0% |
| Q2 2016 | $2,128,000 | +104.6% | 40,970 | +100.0% | 0.01% | -7.1% |
| Q1 2016 | $1,040,000 | +0.1% | 20,485 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $1,039,000 | +8.2% | 20,485 | +4.1% | 0.01% | +7.7% |
| Q3 2015 | $960,000 | -7.1% | 19,687 | +0.3% | 0.01% | +8.3% |
| Q2 2015 | $1,033,000 | +1.4% | 19,620 | +0.3% | 0.01% | 0.0% |
| Q1 2015 | $1,019,000 | +1.7% | 19,556 | +1.5% | 0.01% | +9.1% |
| Q4 2014 | $1,002,000 | -17.5% | 19,263 | -23.2% | 0.01% | -26.7% |
| Q3 2013 | $1,214,000 | +6.0% | 25,089 | 0.0% | 0.02% | -6.2% |
| Q2 2013 | $1,145,000 | – | 25,089 | – | 0.02% | – |
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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% |