BMT Investment Advisors’s Raymond James Financial RJF Stock Holding History

BMT Investment Advisors’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
2020 Q1	$1.65M	Hold	39,198	–	–	1.04%	46
2019 Q4	$2.34M	Hold	39,198	–	–	1.08%	55
2019 Q3	$2.15M	Hold	39,198	–	–	1.1%	52
2019 Q2	$2.21M	Buy	39,198 +1,500	+4%	+$85.5K	1.16%	45
2019 Q1	$2.02M	Hold	37,698	–	–	1.1%	53
2018 Q4	$1.87M	Hold	37,698	–	–	1.19%	44
2018 Q3	$2.31M	Buy	37,698 +2,616	+7%	+$161K	1.33%	29
2018 Q2	$2.09M	Buy	35,082 +1,527	+5%	+$94.8K	1.33%	29
2018 Q1	$2M	Buy	33,555 +2,557	+8%	+$159K	1.35%	26
2017 Q4	$1.84M	Buy	30,998 +2,264	+8%	+$130K	1.34%	25
2017 Q3	$1.61M	Buy	+28,734	New	+$1.55M	1.49%	12

Other funds holding RJF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

BMT Investment Advisors's RJF Position: Q1 2020 in Review

BMT Investment Advisors held its Raymond James Financial (RJF) position steady in Q1 2020 at 39,198 shares worth $1.65M. The position accounts for 1.04% of the portfolio, ranked #46.

BMT Investment Advisors first reported a position in RJF in Q3 2017 and has held it in 11 quarters since. The position peaked at $2.34M in Q4 2019. 463 funds tracked by Wall St. Rank hold RJF as of Q1 2020.

BMT Investment Advisors held 39,198 shares of Raymond James Financial worth $1.65M as of Q1 2020.
BMT Investment Advisors left its Raymond James Financial share count unchanged in Q1 2020.
Raymond James Financial made up 1.04% of BMT Investment Advisors's portfolio in Q1 2020, its #46 holding.
BMT Investment Advisors first reported a position in Raymond James Financial in Q3 2017 and has held it in 11 quarters since.
BMT Investment Advisors's Raymond James Financial position peaked at $2.34M in Q4 2019.
463 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2020.

Based on BMT Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.