Q4 2018 13F Holders as of 31 Dec 2018
-
Type / Class
-
Equity / MUTUAL
-
Number of holders
-
4
-
Total 13F shares, excl. options
-
28,789
-
Shares change
-
+4,436
-
Total reported value, excl. options
-
$715,000
-
Value change
-
+$92,821
-
Number of buys
-
3
-
Number of sells
-
-2
-
Price
-
$24.87
Significant Holders of AMERICAN BALANCED FD - MUTUAL as of Q4 2018
6 filings reported holding 024071102 - AMERICAN BALANCED FD - MUTUAL as of Q4 2018.
AMERICAN BALANCED FD - MUTUAL has 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 28,789 shares
.
Largest 6 shareholders include DONALDSON CAPITAL MANAGEMENT, LLC (11,533 shares), Private Capital Advisors, Inc. (9,725 shares), GLENMEDE TRUST CO NA (6,847 shares), Lake Point Wealth Management (684 shares), MOTCO (0 shares), and Capital Directions Investment Advisors, LLC (0 shares).
This table shows the top 4 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.