Amer Balanced FD Inc

Q4 2015 vs Q2 2016

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Donaldson Capital Management, LLC

NEW

Shares10,967

Change+10,967

Value$270

Filed 2016-08-15

WealthPLAN Partners, LLC

CLOSED

Shares0 from 2,138

Change-2,138 (-100%)

Value$0 (-$50.9K)

Filed 2016-08-08

	Status
Donaldson Capital Management, LLC	NEW	10,967	—	+10,967	—	—	$270	—	2016-08-15
WealthPLAN Partners, LLC	CLOSED	0	2,138	-2,138	-100%	$50.9K	$0	-$50.9K	2016-08-08

Showing 2 of 2 institutions