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APPENDIX TABLE 2-P-CONCENTRATION OF COMMON STOCK HOLDINGS BY LARGE BANK
TRUST DEPARTMENTS: RETAIL TRADE,12 SEPT. 30, 1969
APPENDIX TABLE 2-Q.-CONCENTRATION OF COMMON STOCK HOLDINGS BY LARGE BANK
TRUST DEPARTMENTS: SCIENTIFIC INSTRUMENTS,12 SEPT, 30, 1969
• Fiscal year ending Sept. 30, 1969, or next following fiscal year end.
150 bank trust departments (BTD) are ranked by average percentage of sole only voting authority by all stocks held by the institution. These industry holdings are reported in the summary only if the BTD holds 0.75 percent or more of the stock of 1 company in the sample.
· Portfolio concentration percentage shown for BTD only when 1 or more of its holdings in the industry is 0.75 percent or larger.
• Technically these data were furnished by the investment adviser or registered investment companies.
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APPENDIX TABLE 2-R.-CONCENTRATION OF COMMON STOCK HOLDINGS BY LARGE BANK
TRUST DEPARTMENTS: TRANSPORTATION EQUIPMENT AND RELATED PRODUCTS,1 ? SEPT. 30, 1969
APPENDIX TABLE 2-S.-CONCENTRATION OF COMMON STOCK HOLDINGS BY LARGE BANK
TRUST DEPARTMENTS: WOOD, PAPER, AND BUILDING MATERIALS,1: SEPT. 30, 1969
Sources: (1) Robert M. Soldofsky, Instilutional Holdings of Supply and Demand for Credit (New York. Salmon Brothers, issued Common Stock: 1900-2000 (Ann Arbor, Mich. Bureau of Business, annually). (3) Statistical Bulletin, SEC, April 4, 1973. The latter University of Michigan, 1971). This source includes data through two sources were used to update the institutional holdings from 1968. (2) Henry Kaufman, James McKean and Albert Gross, 1968 through 1972.
Morgan Guarantee Trust Company Fellowship, Summer, 1965 (6
weeks). Old Gold Research Fellowship, Summer, 1963, 1969. University Research Professorship, Spring Semester, 1965. Honors: Member of Artus, honorary professional economic fraternity. Mem
ber of Beta Gamma Sigma, honorary business fraternity.
(I have been President of the local chapter of each organization.) President, Midwest Finance Association, 1965–1966. Visiting Appointment: Graduate School of Business Administration, University of Cali
fornia-Los Angeles, Summer, 1960.
I served about 15 years in the Civil Affairs Branch. My last position was that of Mobilization Designee to the Office of the Chief of Civil Affairs, Department of Army, Washington, D.C. My military occupational specialty is Financial Economist.
Selected Committees Fund Retirement and Insurance Committee, University of Iowa,
1964-1969. Chairman, Economic Welfare Committee, University of Iowa Chapter of the AAUP, 1962–1965.
Résumé of Positions Held Since 1946 Teaching Experience: Instructor in Business Administration, St. Louis University, 1946
1948. Instructor in Economics, University of Arkansas, 1948–1951. Professor of Finance, State University of Iowa (Assistant Professor,
1954-1958; Associate Professor, 1958–1963; Professor, 1963 to
dato). Other Job Experience: Industrial Relations Analyst-Supervisor, Ninth Regional Wage
Stabilization Board, Kansas City, Mo., September, 1951-April,
1953. Financial Analyst, Kansas City Aircraft Plant, Ford Motor Company, May, 1953-August, 1954.
Publications "Methods and Problems in the Measurement of Economic Changes
in States," Arkansas Academy of Science, 1951. "Repayment Methods for Business Loans," Iowa Business Digest.
October, 1955. "Profit Versus Cash: Conflicting Objectives Within the Business
Firm," Iowa Business Digest, Spring, 1956. “Machine Tool Purchasing Costs Financed by Alternative Meth
ods," Commercial and Financial Chronicle, September 27, 1956. "Intermediate-Term Financing," Essays on Business Finance, 3rd
Revised Edition, Wilford J. Biteman, Editor, 1963. “The Future of Installment Lending,' Bureau of Business and
Economic Research, State University of Iowa, Iowa City, Iowa,
September 1957. "A Comment on Variable Annuities,” Journal of Finance, Septem
ber 1957. "Economic and Financial Aspects of Depreciation," Business
Budgeting, February, 1958. "The Cost of Capital Function for Firm," The Controller, June,
1958. "The Place of Small Business Administration Loans for Small
Business," Iowa Business Digest, June, 1958. Financial Management: A Workbook of Core Problems (Dubuque, Iowa, Wm. C. Brown Company), 1958–1959. 4th Edition with Garnet Olive, 1965.
CURRICULUM VITAE OF PROFESSOR
ROBERT M. SOLDOFSKY
Honors, Scholarships, Etc. Pellowships: Business Education Fellowship, Summer, 1958 (Fellowship of
Iowa-Illinois Gas and Electric Co.). Forum on Finance Fellowship, Summer, 1965 (3 weeks). (Sponsored
by The American Securities Business).