BIG
RJF icon

Bellwether Investment Group’s Raymond James Financial RJF Stock Holding History

Bellwether Investment Group’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
2017
Q1 		– Sell
-135
Closed -$6K – 915
2016
Q4 		$6K Buy
+135
New +$5.97K 0.01% 760
2016
Q2 		$4K Buy
+135
New +$4.62K ﹤0.01% 519

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bellwether Investment Group's RJF Position: Q1 2017 in Review

Bellwether Investment Group sold out of Raymond James Financial (RJF) in Q1 2017, closing a stake of 135 shares — an estimated $6K sold.

Bellwether Investment Group first reported a position in RJF in Q2 2016 and held it in 2 quarters. The position peaked at $6K in Q4 2016. 414 funds tracked by Wall St. Rank hold RJF as of Q1 2017.

  • Bellwether Investment Group reported no remaining Raymond James Financial position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 135 Raymond James Financial shares in Q1 2017, an estimated $6K.
  • Bellwether Investment Group first reported a position in Raymond James Financial in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Raymond James Financial position peaked at $6K in Q4 2016.
  • 414 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.