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Capital Group Fixed Income E shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Capital Group Fixed Income E (CGMU) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Capital Group Fixed Income E

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Fixed Income E held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Fixed Income E by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $19M 689k 27.01
2023-09-30 $8.9M 345k 25.70
2023-06-30 $9.6M 361k 26.48
2023-03-31 $9.1M 343k 26.68
2022-12-31 $7.6M 289k 26.18

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
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Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Envestnet Asset Management

Top funds holding Capital Group Fixed Income E

Commonwealth Equity Services
UBS Group
Stifel Financial
LPL Financial
Cetera Investment Advisers
Great Valley Advisor Group
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Venturi Wealth Management
Advisor Group Holdings
Pillar Wealth Advisors
Cambridge Investment Research Advisors
Lincoln National
Private Advisor
Capital Planning

View all funds holding Capital Group Fixed Income E