ROBSHAW & JULIAN ASSOCIATES INC
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 130,367
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2014 | 8/1/2014 | 39 | 130,367 | 13F-HR | ROBSHAW & JULIAN ASSOCIATES INC |
| Q1 2014 | 5/5/2014 | 39 | 129,733 | 13F-HR | ROBSHAW & JULIAN ASSOCIATES INC |
| Q4 2013 | 2/12/2014 | 40 | 120,932 | 13F-HR | ROBSHAW & JULIAN ASSOCIATES INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 116.4 K | 89.3% | 0 | 4.517 K | -4.517 K |
| ETFs | 13.97 K | 10.7% | 5.151 K | 0 | 5.151 K |
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Fund Snapshot
Q2 2014
Latest filed
8/1/2014
Total value ($000)
130,367
Holdings
39
QoQ value change ($000)
634
(0.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.