BCM
RJF icon

Barometer Capital Management’s Raymond James Financial RJF Stock Holding History

Barometer Capital 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
2018
Q3 		– Sell
-13,950
Closed -$831K – 171
2018
Q2 		$831K Sell
13,950
-300
-2% -$18.6K 0.07% 128
2018
Q1 		$849K Buy
14,250
+1,500
+12% +$93.3K 0.07% 119
2017
Q4 		$759K Buy
+12,750
New +$735K 0.07% 134

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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Barometer Capital Management's RJF Position: Q3 2018 in Review

Barometer Capital Management sold out of Raymond James Financial (RJF) in Q3 2018, closing a stake of 13,950 shares — an estimated $831K sold.

Barometer Capital Management first reported a position in RJF in Q4 2017 and held it in 3 quarters. The position peaked at $849K in Q1 2018. 492 funds tracked by Wall St. Rank hold RJF as of Q3 2018.

  • Barometer Capital Management reported no remaining Raymond James Financial position as of Q3 2018 after selling out during the quarter.
  • Barometer Capital Management sold 13,950 Raymond James Financial shares in Q3 2018, an estimated $831K.
  • Barometer Capital Management first reported a position in Raymond James Financial in Q4 2017 and held it in 3 quarters.
  • Barometer Capital Management's Raymond James Financial position peaked at $849K in Q1 2018.
  • 492 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2018.

Based on Barometer Capital Management's 13F filing for Q3 2018, filed 5 Oct 2018.