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Avantax Planning Partners’s Raymond James Financial RJF Stock Holding History

Avantax Planning Partners’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
-105
Closed -$6K – 995
2018
Q3 		$6K Buy
+105
New +$6.47K ﹤0.01% 1048
2018
Q2 		– Sell
-314
Closed -$19K – 1200
2018
Q1 		$19K Buy
+314
New +$19.5K ﹤0.01% 794

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

Avantax Planning Partners's RJF Position: Q4 2018 in Review

Avantax Planning Partners sold out of Raymond James Financial (RJF) in Q4 2018, closing a stake of 105 shares — an estimated $6K sold.

Avantax Planning Partners first reported a position in RJF in Q1 2018 and held it in 2 quarters. The position peaked at $19K in Q1 2018. 463 funds tracked by Wall St. Rank hold RJF as of Q4 2018.

  • Avantax Planning Partners reported no remaining Raymond James Financial position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 105 Raymond James Financial shares in Q4 2018, an estimated $6K.
  • Avantax Planning Partners first reported a position in Raymond James Financial in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Raymond James Financial position peaked at $19K in Q1 2018.
  • 463 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.