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Acrospire Investment Management’s Raymond James Financial RJF Stock Holding History

Acrospire Investment Management’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
2016
Q3 		– Sell
-900
Closed -$30K – 2129
2016
Q2 		$30K Sell
900
-1,650
-65% -$56.4K 0.02% 1388
2016
Q1 		$81K Buy
+2,550
New +$78.3K 0.06% 488

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

Acrospire Investment Management's RJF Position: Q3 2016 in Review

Acrospire Investment Management sold out of Raymond James Financial (RJF) in Q3 2016, closing a stake of 900 shares — an estimated $30K sold.

Acrospire Investment Management first reported a position in RJF in Q1 2016 and held it in 2 quarters. The position peaked at $81K in Q1 2016. 335 funds tracked by Wall St. Rank hold RJF as of Q3 2016.

  • Acrospire Investment Management reported no remaining Raymond James Financial position as of Q3 2016 after selling out during the quarter.
  • Acrospire Investment Management sold 900 Raymond James Financial shares in Q3 2016, an estimated $30K.
  • Acrospire Investment Management first reported a position in Raymond James Financial in Q1 2016 and held it in 2 quarters.
  • Acrospire Investment Management's Raymond James Financial position peaked at $81K in Q1 2016.
  • 335 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2016.

Based on Acrospire Investment Management's 13F filing for Q3 2016, filed 10 Nov 2016.