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AMERICAN BALANCED CLASS A
AMERICAN BALANCED CLASS A. Institutional holdings reported to the SEC.

Institutional Holders (2015Q2)
Portfolio Summary: 5 Institutional holders with a total value of $1,606,230.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 ROTHSCHILD INVESTMENT LLC /IL 27,106 666,000 41.46%
2 DONALDSON CAPITAL MANAGEMENT, LLC 12,897 317,000 19.74%
3 CATAWBA CAPITAL MANAGEMENT /VA 11,855 291,000 18.12%
4 CEDAR HILL ASSOCIATES, LLC 8,588 211,000 13.14%
5 CT Financial Advisors LLC 4,936 121,230 7.55%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.