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	–	453
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	–	532
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Archford Capital Strategies's RJF Position: Q3 2019 in Review

Archford Capital Strategies sold out of Raymond James Financial (RJF) in Q3 2019, closing a stake of 90 shares — an estimated $5K sold.

Archford Capital Strategies first reported a position in RJF in Q1 2014 and held it in 18 quarters. The position peaked at $13K in Q4 2015. 474 funds tracked by Wall St. Rank hold RJF as of Q3 2019.

Archford Capital Strategies reported no remaining Raymond James Financial position as of Q3 2019 after selling out during the quarter.
Archford Capital Strategies sold 90 Raymond James Financial shares in Q3 2019, an estimated $5K.
Archford Capital Strategies first reported a position in Raymond James Financial in Q1 2014 and held it in 18 quarters.
Archford Capital Strategies's Raymond James Financial position peaked at $13K in Q4 2015.
474 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.