Q4 2015 13F Holders as of 31 Dec 2015
-
Type / Class
-
Equity / MUTUAL
-
Number of holders
-
10
-
Total 13F shares, excl. options
-
84,769
-
Shares change
-
+8,078
-
Total reported value, excl. options
-
$2,019,772
-
Value change
-
+$62,315
-
Number of buys
-
6
-
Number of sells
-
-3
-
Price
-
$23.83
Significant Holders of AMERICAN BALANCED FD - MUTUAL as of Q4 2015
11 filings reported holding 024071102 - AMERICAN BALANCED FD - MUTUAL as of Q4 2015.
AMERICAN BALANCED FD - MUTUAL has 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 84,769 shares
.
Largest 10 shareholders include ROTHSCHILD INVESTMENT CORP /IL (28,243 shares), SOUTH TEXAS MONEY MANAGEMENT LTD (13,461 shares), CATAWBA CAPITAL MANAGEMENT /VA (11,855 shares), DONALDSON CAPITAL MANAGEMENT, LLC (10,829 shares), Arvest Trust Co (9,984 shares), CT Financial Advisors LLC (5,154 shares), GLENMEDE TRUST CO NA (2,320 shares), Feltz Wealth PLAN Inc. (2,138 shares), Advocacy Wealth Management Services, LLC (764 shares), and REILLY FINANCIAL ADVISORS, LLC (21 shares).
This table shows the top 10 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.