AMERICAN FUNDS CAPITAL INCOME BLDR A CAIBX
LOAD EQUITY FUND · Open-End Fund · CUSIP 140193103
6
institutional holders
+2 vs Q2 2023
11.9k
shares reported held*
$656.3kreported value*
5 new
1 added
0 reduced
3 sold out
net bought ≈ $197.0k (+4.4k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $55.25.
Trends to Q3 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 3 |
| Q4 2022 | 5 |
| Q1 2023 | 5 |
| Q2 2023 | 4 |
| Q3 2023 | 6 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 4 | 1 |
| Q1 2023 | 2 | 1 |
| Q2 2023 | 2 | 2 |
| Q3 2023 | 6 | 3 |
Biggest buyers
| Financial Gravity Asset Management, Inc. | New | +5.0k |
| DIVIDEND ASSETS CAPITAL, LLC | New | +2.2k |
| MOTCO | New | +1.4k |
| TUCKER ASSET MANAGEMENT LLC | New | +355 |
| ORG Partners LLC | New | +209 |
| Coston, McIsaac & Partners | Added | +1 |
Biggest sellers
| ROTHSCHILD INVESTMENT LLC /IL | Sold out | -4.6k |
| Strategic Investment Solutions, Inc. /IL | Sold out | -152 |
| RE Dickinson Investment Advisors, LLC | Sold out | -41 |
Holders, Q3 2023
| Manager | Shares | Change |
|---|---|---|
| Financial Gravity Asset Management, Inc. 0.00% of their portfolio | 5.0k $234.5k | New |
| Coston, McIsaac & Partners 0.06% of their portfolio | 2.7k $164.0k | Added +1 |
| DIVIDEND ASSETS CAPITAL, LLC 0.03% of their portfolio | 2.2k $135.0k | New |
| MOTCO 0.01% of their portfolio | 1.4k $88.0k | New |
| TUCKER ASSET MANAGEMENT LLC 0.01% of their portfolio | 355 $21.9k | New |
| ORG Partners LLC 0.00% of their portfolio | 209 $13.0k | New |