American Funds mutual funds - shares owned by Rothschild Investment Corp
Quarter-by-quarter ownership of American Funds mutual funds - (SFCWX) shares owned by Rothschild Investment Corp
from 13F filings
Historical chart of Rothschild Investment Corp investment in American Funds mutual funds -
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Quarterly reported holdings in American Funds mutual funds - by Rothschild Investment Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $662k | 11k | 60.38 |
| 2023-06-30 | $327k | 5.1k | 64.21 |
| 2023-03-31 | $311k | 5.1k | 61.06 |
| 2022-12-31 | $292k | 5.1k | 57.33 |
| 2022-09-30 | $270k | 5.1k | 53.14 |
| 2022-06-30 | $280k | 5.0k | 55.65 |
| 2022-03-31 | $252k | 3.6k | 69.14 |
| 2021-12-31 | $298k | 3.6k | 81.76 |
| 2021-09-30 | $293k | 3.3k | 89.66 |
| 2021-06-30 | $283k | 3.1k | 90.16 |
| 2021-03-31 | $282k | 3.4k | 83.33 |
| 2020-12-31 | $283k | 3.5k | 80.81 |
| 2020-09-30 | $748k | 11k | 67.20 |
| 2020-06-30 | $212k | 3.5k | 60.99 |
| 2019-12-31 | $241k | 4.1k | 59.48 |
| 2019-09-30 | $403k | 7.2k | 55.87 |
| 2019-06-30 | $411k | 7.2k | 56.98 |
| 2019-03-31 | $394k | 7.2k | 54.62 |
| 2018-12-31 | $200k | 4.2k | 47.21 |
| 2018-09-30 | $242k | 4.0k | 60.62 |
More positions owned by Rothschild Investment Corp
View all positions for Rothschild Investment Corp