Q4 2015 13F Holders as of 31 Dec 2015
-
Type / Class
-
Equity / CL A
-
Total 13F shares
-
84,769
-
Share change
-
+8,078
-
Total reported value
-
$2,019,772
-
Price per share
-
$23.83
-
Number of holders
-
10
-
Value change
-
+$62,315
-
Number of buys
-
6
-
Number of sells
-
3
Institutional Holders of AMERICAN BALANCED FD - CL A as of Q4 2015
As of 31 Dec 2015,
AMERICAN BALANCED FD - CL A was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
84,769 shares.
The largest 10 holders included
ROTHSCHILD INVESTMENT CORP /IL, SOUTH TEXAS MONEY MANAGEMENT LTD, CATAWBA CAPITAL MANAGEMENT /VA, DONALDSON CAPITAL MANAGEMENT, LLC, Arvest Trust Co, CT Financial Advisors LLC, GLENMEDE TRUST CO NA, Feltz Wealth PLAN Inc., Advocacy Wealth Management Services, LLC, and REILLY FINANCIAL ADVISORS, LLC.
This page lists
10
institutional shareholders reporting positions in this security
for the Q4 2015 filing period.
| 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.