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Advisory Research’s Raymond James Financial RJF Stock Holding History

Advisory Research’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
Q4 		– Sell
-6,158
Closed -$378K – 389
2018
Q3 		$378K Sell
6,158
-2,386
-28% -$147K 0.01% 323
2018
Q2 		$509K Sell
8,544
-1,296
-13% -$80.4K 0.01% 312
2018
Q1 		$587K Buy
9,840
+2,680
+37% +$167K 0.01% 302
2017
Q4 		$426K Sell
7,160
-11,031
-61% -$636K 0.01% 348
2017
Q3 		$1.02M Sell
18,191
-1,876
-9% -$101K 0.02% 304
2017
Q2 		$1.07M Buy
20,067
+2,401
+14% +$121K 0.02% 311
2017
Q1 		$898K Buy
+17,666
New +$899K 0.01% 329
2014
Q2 		– Sell
-3,689
Closed -$138K – 611
2014
Q1 		$138K Sell
3,689
-2,266,914
-100% -$79.2M ﹤0.01% 326
2013
Q4 		$79M Sell
2,270,603
-233,005
-9% -$7.22M 0.81% 43
2013
Q3 		$69.6M Sell
2,503,608
-85,493
-3% -$2.47M 0.75% 47
2013
Q2 		$74.2M Buy
+2,589,101
New +$74.9M 0.84% 42

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advisory Research's RJF Position: Q4 2018 in Review

Advisory Research sold out of Raymond James Financial (RJF) in Q4 2018, closing a stake of 6,158 shares — an estimated $378K sold.

Advisory Research first reported a position in RJF in Q2 2013 and held it in 11 quarters. The position peaked at $79M in Q4 2013. 463 funds tracked by Wall St. Rank hold RJF as of Q4 2018.

  • Advisory Research reported no remaining Raymond James Financial position as of Q4 2018 after selling out during the quarter.
  • Advisory Research sold 6,158 Raymond James Financial shares in Q4 2018, an estimated $378K.
  • Advisory Research first reported a position in Raymond James Financial in Q2 2013 and held it in 11 quarters.
  • Advisory Research's Raymond James Financial position peaked at $79M in Q4 2013.
  • 463 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2018.

Based on Advisory Research's 13F filing for Q4 2018, filed 13 Feb 2019.