Q2 2016 13F Holders as of 30 Jun 2016
-
Type / Class
-
Equity / MUTUAL
-
Number of holders
-
9
-
Total 13F shares, excl. options
-
92,800
-
Shares change
-
+10,395
-
Total reported value, excl. options
-
$2,285,458
-
Value change
-
+$255,732
-
Number of buys
-
4
-
Number of sells
-
-3
-
Price
-
$24.63
Significant Holders of AMERICAN BALANCED FD - MUTUAL as of Q2 2016
9 filings reported holding 024071102 - AMERICAN BALANCED FD - MUTUAL as of Q2 2016.
AMERICAN BALANCED FD - MUTUAL has 9 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 92,800 shares
.
Largest 9 shareholders include ROTHSCHILD INVESTMENT CORP /IL (27,035 shares), SOUTH TEXAS MONEY MANAGEMENT LTD (12,802 shares), Arvest Bank Trust Division (12,570 shares), CATAWBA CAPITAL MANAGEMENT /VA (11,855 shares), DONALDSON CAPITAL MANAGEMENT, LLC (10,967 shares), Vision Capital Management, Inc. (8,278 shares), CT Financial Advisors LLC (5,230 shares), GLENMEDE TRUST CO NA (2,334 shares), and Feltz Wealth PLAN Inc. (1,729 shares).
This table shows the top 9 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.