AIM
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Assured Investment Management’s Raymond James Financial RJF Stock Holding History

Assured Investment Management’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
-842
Closed -$45K – 667
2019
Q1 		$45K Buy
+842
New +$45.1K ﹤0.01% 974
2018
Q4 		– Sell
-16,440
Closed -$1.01M – 1291
2018
Q3 		$1.01M Buy
16,440
+10,584
+181% +$652K 0.02% 560
2018
Q2 		$349K Sell
5,856
-32,249
-85% -$2M 0.01% 911
2018
Q1 		$2.27M Sell
38,105
-43,005
-53% -$2.68M 0.05% 331
2017
Q4 		$4.83M Buy
81,110
+78,371
+2,861% +$4.52M 0.1% 239
2017
Q3 		$154K Sell
2,739
-13,310
-83% -$718K ﹤0.01% 550
2017
Q2 		$858K Buy
16,049
+9,293
+138% +$468K 0.02% 417
2017
Q1 		$343K Sell
6,756
-30,624
-82% -$1.56M 0.01% 475
2016
Q4 		$1.73M Buy
+37,380
New +$1.65M 0.03% 203
2016
Q3 		– Sell
-32,009
Closed -$1.05M – 680
2016
Q2 		$1.05M Buy
32,009
+30,572
+2,127% +$1.05M 0.02% 259
2016
Q1 		$46K Buy
+1,437
New +$44.1K ﹤0.01% 566
2015
Q4 		– Sell
-26,198
Closed -$867K – 710
2015
Q3 		$867K Buy
+26,198
New +$971K 0.02% 250

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

Assured Investment Management's RJF Position: Q2 2019 in Review

Assured Investment Management sold out of Raymond James Financial (RJF) in Q2 2019, closing a stake of 842 shares — an estimated $45K sold.

Assured Investment Management first reported a position in RJF in Q3 2015 and held it in 12 quarters. The position peaked at $4.83M in Q4 2017. 499 funds tracked by Wall St. Rank hold RJF as of Q2 2019.

  • Assured Investment Management reported no remaining Raymond James Financial position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 842 Raymond James Financial shares in Q2 2019, an estimated $45K.
  • Assured Investment Management first reported a position in Raymond James Financial in Q3 2015 and held it in 12 quarters.
  • Assured Investment Management's Raymond James Financial position peaked at $4.83M in Q4 2017.
  • 499 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.