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Affinity Investment Advisors’s Raymond James Financial RJF Stock Holding History

Affinity Investment 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
Q4 		– Sell
-178,185
Closed -$10.9M – 152
2018
Q3 		$10.9M Sell
178,185
-22,575
-11% -$1.39M 1.44% 33
2018
Q2 		$12M Sell
200,760
-40,307
-17% -$2.5M 1.69% 16
2018
Q1 		$14.4M Sell
241,067
-3,514
-1% -$219K 1.68% 17
2017
Q4 		$14.6M Buy
244,581
+176,929
+262% +$10.2M 1.65% 19
2017
Q3 		$3.8M Buy
+67,652
New +$3.65M 0.44% 63
2015
Q1 		– Sell
-102,555
Closed -$3.92M – 126
2014
Q4 		$3.92M Buy
+102,555
New +$3.76M 0.36% 79

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

Affinity Investment Advisors's RJF Position: Q4 2018 in Review

Affinity Investment Advisors sold out of Raymond James Financial (RJF) in Q4 2018, closing a stake of 178,185 shares — an estimated $10.9M sold.

Affinity Investment Advisors first reported a position in RJF in Q4 2014 and held it in 6 quarters. The position peaked at $14.6M in Q4 2017. 463 funds tracked by Wall St. Rank hold RJF as of Q4 2018.

  • Affinity Investment Advisors reported no remaining Raymond James Financial position as of Q4 2018 after selling out during the quarter.
  • Affinity Investment Advisors sold 178,185 Raymond James Financial shares in Q4 2018, an estimated $10.9M.
  • Affinity Investment Advisors first reported a position in Raymond James Financial in Q4 2014 and held it in 6 quarters.
  • Affinity Investment Advisors's Raymond James Financial position peaked at $14.6M in Q4 2017.
  • 463 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2018.

Based on Affinity Investment Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.