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Advisor Group’s Raymond James Financial RJF Stock Holding History

Advisor Group’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
2019
Q4 		$1.1M Buy
18,509
+950
+5% +$54.8K 0.01% 1128
2019
Q3 		$967K Buy
17,559
+2,083
+13% +$113K 0.01% 1158
2019
Q2 		$873K Buy
15,476
+11
+0.1% +$627 0.01% 1212
2019
Q1 		$829K Buy
15,465
+648
+4% +$34.7K 0.01% 1217
2018
Q4 		$735K Buy
14,817
+625
+4% +$33.3K 0.01% 1143
2018
Q3 		$871K Buy
14,192
+4,905
+53% +$302K 0.01% 1083
2018
Q2 		$553K Sell
9,287
-2,061
-18% -$128K 0.01% 1231
2018
Q1 		$676K Sell
11,348
-588
-5% -$36.6K 0.01% 1110
2017
Q4 		$710K Buy
11,936
+5,525
+86% +$318K 0.01% 1102
2017
Q3 		$361K Buy
6,411
+1,197
+23% +$64.5K 0.01% 1402
2017
Q2 		$279K Buy
5,214
+726
+16% +$36.5K ﹤0.01% 1531
2017
Q1 		$228K Buy
4,488
+88
+2% +$4.48K ﹤0.01% 1561
2016
Q4 		$204K Buy
4,400
+300
+7% +$13.3K ﹤0.01% 1534
2016
Q3 		$159K Sell
4,100
-783
-16% -$28.9K ﹤0.01% 1687
2016
Q2 		$158K Buy
+4,883
New +$167K ﹤0.01% 1620

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Advisor Group's RJF Position: Q4 2019 in Review

Advisor Group increased its Raymond James Financial (RJF) stake by 5.4% in Q4 2019, buying an estimated $54.8K and bringing the position to 18,509 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #1128.

Advisor Group first reported a position in RJF in Q2 2016 and has held it in 15 quarters since. 485 funds tracked by Wall St. Rank hold RJF as of Q4 2019.

  • Advisor Group held 18,509 shares of Raymond James Financial worth $1.1M as of Q4 2019.
  • Advisor Group bought 950 Raymond James Financial shares in Q4 2019, an estimated $54.8K.
  • Raymond James Financial made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1128 holding.
  • Advisor Group first reported a position in Raymond James Financial in Q2 2016 and has held it in 15 quarters since.
  • 485 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.