CGSM

Cap Group Short Muni Income

Latest period2024 - Q4Total superinvestors8

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 8 superinvestors own shares of Cap Group Short Muni Income (CGSM), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Cap Group Short Muni Income (CGSM), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Cap Group Short Muni Income (CGSM) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Cap Group Short Muni Income (CGSM) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 4.04%
0.01%
$2.243M
86,354 shares@ 25.98 avg price
TIMOTHY BURKETT@Keeler & Nadler Financial Planning & Wealth Management
Recent Activity
Increased 64.45%
0.41%
$869,131
33,467 shares@ 25.97 avg price
Dorothy L Broadhead@Truewealth Advisors, Llc
Recent Activity
Increased 18.08%
0.15%
$436,620
16,812 shares@ 25.98 avg price
Scott M. Peterson@Peterson Wealth Advisors, Llc
Recent Activity
Increased 9.28%
0.06%
$306,089
11,773 shares@ 26.0 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Increased 20.5%
0.02%
$122,904
4,733 shares@ 25.97 avg price