Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
ACS
Archford Capital Strategies’s
Raymond James Financial
RJF
Stock Holding History
Archford Capital Strategies’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
Q3
–
Sell
-90
Closed
-$5K
–
454
2019
Q2
$5K
Hold
90
–
–
﹤0.01%
462
2019
Q1
$5K
Hold
90
–
–
﹤0.01%
435
2018
Q4
$4K
Hold
90
–
–
﹤0.01%
422
2018
Q3
$6K
Hold
90
–
–
﹤0.01%
437
2018
Q2
$5K
Hold
90
–
–
﹤0.01%
480
2018
Q1
$5K
Buy
+90
New
+$5.6K
﹤0.01%
396
2017
Q2
–
Sell
-90
Closed
-$5K
–
533
2017
Q1
$5K
Hold
90
–
–
﹤0.01%
471
2016
Q4
$4K
Hold
90
–
–
﹤0.01%
434
2016
Q3
$3K
Sell
90
-90
-50%
-$3.32K
﹤0.01%
488
2016
Q2
$6K
Buy
+180
New
+$6.16K
﹤0.01%
464
2016
Q1
–
Sell
-294
Closed
-$13K
–
505
2015
Q4
$13K
Hold
294
–
–
0.01%
415
2015
Q3
$10K
Buy
294
+133
+83%
+$4.93K
0.01%
337
2015
Q2
$7K
Hold
161
–
–
0.01%
350
2015
Q1
$6.08K
Buy
161
+12
+8%
+$448
﹤0.01%
372
2014
Q4
$5K
Buy
149
+14
+10%
+$514
﹤0.01%
390
2014
Q3
$5K
Hold
135
–
–
﹤0.01%
398
2014
Q2
$4.56K
Hold
135
–
–
﹤0.01%
525
2014
Q1
$5.03K
Buy
+135
New
+$4.72K
﹤0.01%
528
Other funds holding RJF
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
BWA
Brave Warrior Advisors
New York
$4.04B AUM
1.15%
1-Year Est. Return
Primecap Management
Pasadena, California
$127B AUM
44.11%
1-Year Est. Return
EC
Eminence Capital
New York
$4.36B AUM
3.1%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close