Q1 2015 13F Holders as of 31 Mar 2015
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Type / Class
-
Equity / MUTUAL
-
Number of holders
-
6
-
Total 13F shares, excl. options
-
66,398
-
Shares change
-
+14,662
-
Total reported value, excl. options
-
$1,642,191
-
Value change
-
-$1,757,986
-
Number of buys
-
4
-
Number of sells
-
-1
-
Price
-
$24.73
Significant Holders of AMERICAN BALANCED FD - MUTUAL as of Q1 2015
7 filings reported holding 024071102 - AMERICAN BALANCED FD - MUTUAL as of Q1 2015.
AMERICAN BALANCED FD - MUTUAL has 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 66,398 shares
.
Largest 7 shareholders include ROTHSCHILD INVESTMENT CORP /IL (27,006 shares), DONALDSON CAPITAL MANAGEMENT, LLC (12,897 shares), CATAWBA CAPITAL MANAGEMENT /VA (11,855 shares), FDx Advisors, Inc. (8,600 shares), CT Financial Advisors LLC (5,947 shares), REILLY FINANCIAL ADVISORS, LLC (93 shares), and National Asset Management, Inc. (0 shares).
This table shows the top 6 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.