Q1 2017 13F Holders as of 31 Mar 2017
-
Type / Class
-
Equity / MUTUAL
-
Number of holders
-
11
-
Total 13F shares, excl. options
-
89,928
-
Shares change
-
+12,312
-
Total reported value, excl. options
-
$2,315,438
-
Value change
-
+$323,578
-
Number of buys
-
10
-
Number of sells
-
-2
-
Price
-
$25.75
Significant Holders of AMERICAN BALANCED FD - MUTUAL as of Q1 2017
12 filings reported holding 024071102 - AMERICAN BALANCED FD - MUTUAL as of Q1 2017.
AMERICAN BALANCED FD - MUTUAL has 11 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 89,928 shares
.
Largest 10 shareholders include ROTHSCHILD INVESTMENT CORP /IL (22,847 shares), DONALDSON CAPITAL MANAGEMENT, LLC (16,000 shares), CATAWBA CAPITAL MANAGEMENT /VA (12,428 shares), Vision Capital Management, Inc. (8,545 shares), Fisher Asset Management, LLC (8,516 shares), GLENMEDE TRUST CO NA (6,278 shares), CT Financial Advisors LLC (5,398 shares), Ledyard National Bank (5,229 shares), MOTCO (2,958 shares), and MASSMUTUAL TRUST CO FSB/ADV (1,645 shares).
This table shows the top 11 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.