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American Funds New equity shares owned by Winthrop Partners - WNY

Quarter-by-quarter ownership of American Funds New equity (NFFFX) shares owned by Winthrop Partners - WNY from 13F filings

Historical chart of Winthrop Partners - WNY investment in American Funds New equity

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All positions including American Funds New equity held by Winthrop Partners - WNY consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Funds New equity by Winthrop Partners - WNY

Quarter filed Position value Share count Share price at filing
2019-09-30 $2.5M 38k 67.03
2018-03-31 $3.0M 44k 67.04
2017-12-31 $3.1M 44k 69.49

More positions owned by Winthrop Partners - WNY

JPMorgan Chase & Co. (JPM)
At&t (T)
British American Tobac (BTI)
Verizon Communications (VZ)
Vanguard Small-Cap ETF (VB)
Merck & Co (MRK)
Vanguard REIT ETF (VNQ)
Pimco Total Return Etf totl (BOND)
iShares Russell Midcap Index Fund (IWR)
Pfizer (PFE)
Ishares Core Intl Stock Etf core (IXUS)
Cisco Systems (CSCO)
Apple (AAPL)
iShares S&P 500 Index (IVV)
American Funds New equity (NFFFX)

View all positions for Winthrop Partners - WNY

Top funds holding American Funds New equity

Wall Street Access Asset Management
Fulton Bank, NA
Vermillion Wealth Management
Transce3nd

View all funds holding American Funds New equity