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Acorn Wealth Advisors’s Raymond James Financial RJF Stock Holding History

Acorn Wealth Advisors’s Portfolio RJF Stock Details RJF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-62
Closed -$11K – 362
2018
Q2 		$11K Hold
62
– – 0.01% 505
2018
Q1 		$11K Hold
62
– – 0.01% 497
2017
Q4 		$11K Buy
+62
New +$3.57K 0.01% 477

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Acorn Wealth Advisors's RJF Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Raymond James Financial (RJF) in Q3 2018, closing a stake of 62 shares — an estimated $11K sold.

Acorn Wealth Advisors first reported a position in RJF in Q4 2017 and held it in 3 quarters. The position peaked at $11K in Q2 2018. 492 funds tracked by Wall St. Rank hold RJF as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Raymond James Financial position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 62 Raymond James Financial shares in Q3 2018, an estimated $11K.
  • Acorn Wealth Advisors first reported a position in Raymond James Financial in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Raymond James Financial position peaked at $11K in Q2 2018.
  • 492 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.