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Robshaw & Julian Associates’s AT&T T Stock Holding History

Robshaw & Julian Associates’s Portfolio T Stock Details T Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-16,447
Closed -$439K – 38
2014
Q2 		$439K Hold
16,447
– – 0.34% 39
2014
Q1 		$436K Hold
16,447
– – 0.34% 39
2013
Q4 		$437K Buy
16,447
+1,457
+10% +$38.3K 0.36% 40
2013
Q3 		$383K Buy
+14,990
New +$394K 0.33% 40

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Robshaw & Julian Associates's T Position: Q3 2014 in Review

Robshaw & Julian Associates sold out of AT&T (T) in Q3 2014, closing a stake of 16,447 shares — an estimated $439K sold.

Robshaw & Julian Associates first reported a position in T in Q3 2013 and held it in 4 quarters. The position peaked at $439K in Q2 2014. 1,604 funds tracked by Wall St. Rank hold T as of Q3 2014.

  • Robshaw & Julian Associates reported no remaining AT&T position as of Q3 2014 after selling out during the quarter.
  • Robshaw & Julian Associates sold 16,447 AT&T shares in Q3 2014, an estimated $439K.
  • Robshaw & Julian Associates first reported a position in AT&T in Q3 2013 and held it in 4 quarters.
  • Robshaw & Julian Associates's AT&T position peaked at $439K in Q2 2014.
  • 1,604 funds tracked by Wall St. Rank held AT&T as of Q3 2014.

Based on Robshaw & Julian Associates's 13F filing for Q3 2014, filed 12 Nov 2014.