BALFX
American Funds American Balanced F1
1W: -1.1%
1M: -2.5%
3M: -3.0%
YTD: +5.2%
1Y: +9.4%
3Y: +58.8%
5Y: +50.3%
$39.84
+0.16 (+0.40%)
Weekly Expected Move ±1.0%
$39
$39
$40
$40
$40
Institutional Ownership — BALFX
1
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
0
New Positions
0
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | FERGUSON WELLMAN CAPITAL MANAGEMENT, I | 0 | 0K | -10,413 | -100.0% | 10Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT | 10,413 | 415K |
Biggest Increases (0)
None.
Biggest Decreases (0)
None.