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American Funds New equity shares owned by CT Financial Advisors

Quarter-by-quarter ownership of American Funds New equity (ANWFX) shares owned by CT Financial Advisors from 13F filings

Historical chart of CT Financial Advisors investment in American Funds New equity

Tip: Access up to 7 years of quarterly data

All positions including American Funds New equity held by CT Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Funds New equity by CT Financial Advisors

Quarter filed Position value Share count Share price at filing
2017-03-31 $92k 2.4k 38.59
2016-12-31 $84k 2.4k 35.23
2016-09-30 $86k 2.3k 37.38
2016-06-30 $81k 2.3k 35.35
2016-03-31 $80k 2.3k 35.06
2015-12-31 $82k 2.3k 35.93
2015-09-30 $77k 2.2k 35.77
2015-06-30 $82k 2.2k 38.24
2015-03-31 $82k 2.2k 37.91
2014-03-31 $82k 2.2k 37.91

More positions owned by CT Financial Advisors

3M Company (MMM)
iShares Lehman Aggregate Bond (AGG)
Vanguard FTSE All-World ex-US ETF (VEU)
Dfa Commodity Strategy Port (DCMSX)
Dfa Global Real Estate Securit (DFGEX)
Vanguard Short-Term Bond ETF (BSV)
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB)
Dfa Invt Dimension Grp Intl (DFIEX)
Dfa Us Core Equity 2 (DFQTX)
Intel Corporation (INTC)
Spdr S&p 500 Etf (SPY)
iShares Brclys Intrdte Gov/Crt Bd (GVI)
SPDR Gold Trust (GLD)
Europacific Growth Fd shs cl f-2 (AEPFX)
Nextera Energy (NEE)

View all positions for CT Financial Advisors

Top funds holding American Funds New equity

Coston, McIsaac & Partners

View all funds holding American Funds New equity