Amer Fds New Perspective A shares owned by Peress Investment Advisors
Quarter-by-quarter ownership of Amer Fds New Perspective A (ANWPX) shares owned by Peress Investment Advisors
from 13F filings
Historical chart of Peress Investment Advisors investment in Amer Fds New Perspective A
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Quarterly reported holdings in Amer Fds New Perspective A by Peress Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2018-06-30 | $546k | 12k | 45.11 |
| 2018-03-31 | $534k | 12k | 44.12 |
| 2017-12-31 | $522k | 12k | 43.13 |
| 2017-09-30 | $527k | 12k | 43.54 |
| 2017-06-30 | $500k | 12k | 41.31 |
| 2017-03-31 | $468k | 12k | 38.66 |
| 2016-12-31 | $428k | 12k | 35.36 |
| 2016-09-30 | $453k | 12k | 37.43 |
| 2016-06-30 | $428k | 12k | 35.36 |
| 2016-03-31 | $425k | 12k | 35.11 |
| 2015-12-31 | $436k | 12k | 36.02 |
| 2015-09-30 | $433k | 12k | 35.77 |
| 2015-06-30 | $463k | 12k | 38.25 |
| 2015-03-31 | $460k | 12k | 38.00 |
| 2014-12-31 | $439k | 12k | 36.27 |
| 2014-09-30 | $461k | 12k | 38.09 |
| 2014-06-30 | $470k | 12k | 38.83 |
| 2014-03-31 | $456k | 12k | 37.67 |
| 2013-12-31 | $455k | 12k | 37.59 |
| 2013-09-30 | $442k | 12k | 36.52 |
| 2013-06-30 | $408k | 12k | 33.71 |
| 2013-03-31 | $402k | 12k | 33.21 |
More positions owned by Peress Investment Advisors
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