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

Alera 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
2019
Q2 		– Sell
-149
Closed -$8K – 803
2019
Q1 		$8K Buy
149
+6
+4% +$321 ﹤0.01% 529
2018
Q4 		$7K Buy
+143
New +$7.62K ﹤0.01% 530

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alera Investment Advisors's RJF Position: Q2 2019 in Review

Alera Investment Advisors sold out of Raymond James Financial (RJF) in Q2 2019, closing a stake of 149 shares — an estimated $8K sold.

Alera Investment Advisors first reported a position in RJF in Q4 2018 and held it in 2 quarters. The position peaked at $8K in Q1 2019. 499 funds tracked by Wall St. Rank hold RJF as of Q2 2019.

  • Alera Investment Advisors reported no remaining Raymond James Financial position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 149 Raymond James Financial shares in Q2 2019, an estimated $8K.
  • Alera Investment Advisors first reported a position in Raymond James Financial in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Raymond James Financial position peaked at $8K in Q1 2019.
  • 499 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.