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American Funds New equity shares owned by CT Financial Advisors

Quarter-by-quarter ownership of American Funds New equity (NFFFX) 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 $721k 13k 56.77
2016-12-31 $728k 14k 51.31
2016-09-30 $770k 14k 54.33
2016-06-30 $1.0M 20k 51.07
2016-03-31 $1.4M 28k 50.00
2015-12-31 $1.4M 28k 49.88
2015-09-30 $1.4M 28k 48.26
2015-06-30 $1.6M 29k 54.91

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

Trust Co Of Vermont
Main Street Group
Game Plan Financial Advisors
Financial Gravity Wealth

View all funds holding American Funds New equity