AMER BALANCED FD INC's ticker is and the CUSIP is 024071102. A total of 7 filers reported holding AMER BALANCED FD INC in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $244,000 | -37.6% | 8,982 | -38.0% | 0.07% | -42.7% |
| Q3 2017 | $391,000 | +73.8% | 14,496 | +68.4% | 0.12% | +61.0% |
| Q2 2017 | $225,000 | +2.3% | 8,609 | +0.7% | 0.08% | -2.5% |
| Q1 2017 | $220,000 | +4.3% | 8,545 | +0.4% | 0.08% | -3.7% |
| Q4 2016 | $211,000 | +1.9% | 8,512 | +2.4% | 0.08% | -5.7% |
| Q3 2016 | $207,000 | +1.5% | 8,312 | +0.4% | 0.09% | +1.2% |
| Q2 2016 | $204,000 | -32.5% | 8,278 | -35.3% | 0.09% | +26.5% |
| Q3 2015 | $302,000 | – | 12,802 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ROTHSCHILD INVESTMENT LLC /IL | 27,211 | $642,000 | 0.08% |
| CATAWBA CAPITAL MANAGEMENT /VA | 11,855 | $280,000 | 0.08% |
| CT Financial Advisors LLC | 4,957 | $116,927,000 | 0.07% |
| Vision Capital Management, Inc. | 12,802 | $302,000 | 0.07% |
| DONALDSON CAPITAL MANAGEMENT, LLC | 11,227 | $265,000 | 0.04% |
| REILLY FINANCIAL ADVISORS, LLC | 5,635 | $133,000 | 0.02% |
| GLENMEDE TRUST CO NA | 2,240 | $52,000 | 0.00% |