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Boston Advisors’s Raymond James Financial RJF Stock Holding History

Boston 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
2019
Q3 		$5.76M Buy
104,768
+302
+0.3% +$16.4K 0.3% 93
2019
Q2 		$5.89M Buy
104,466
+232
+0.2% +$13.2K 0.31% 85
2019
Q1 		$5.59M Buy
104,234
+125
+0.1% +$6.69K 0.29% 98
2018
Q4 		$5.16M Sell
104,109
-23,718
-19% -$1.26M 0.3% 92
2018
Q3 		$7.84M Buy
127,827
+2,182
+2% +$134K 0.34% 70
2018
Q2 		$7.48M Buy
125,645
+2,193
+2% +$136K 0.19% 103
2018
Q1 		$7.36M Buy
123,452
+4,035
+3% +$251K 0.19% 114
2017
Q4 		$7.11M Buy
119,417
+1,100
+0.9% +$63.4K 0.15% 156
2017
Q3 		$6.65M Sell
118,317
-1,623
-1% -$87.5K 0.15% 165
2017
Q2 		$6.41M Buy
119,940
+5,616
+5% +$283K 0.15% 176
2017
Q1 		$5.81M Buy
114,324
+18,642
+19% +$949K 0.14% 189
2016
Q4 		$4.42M Buy
95,682
+45,253
+90% +$2M 0.11% 228
2016
Q3 		$1.96M Sell
50,429
-1,405
-3% -$51.8K 0.05% 283
2016
Q2 		$1.7M Sell
51,834
-2,567
-5% -$87.8K 0.04% 286
2016
Q1 		$1.73M Sell
54,401
-312
-0.6% -$9.58K 0.04% 268
2015
Q4 		$2.11M Buy
54,713
+4,655
+9% +$173K 0.05% 259
2015
Q3 		$1.66M Sell
50,058
-1,032
-2% -$38.3K 0.06% 307
2015
Q2 		$2.03M Sell
51,090
-195
-0.4% -$7.58K 0.08% 209
2015
Q1 		$1.94M Buy
51,285
+589
+1% +$22K 0.08% 217
2014
Q4 		$1.94M Sell
50,696
-1,440
-3% -$52.8K 0.08% 202
2014
Q3 		$1.86M Sell
52,136
-465
-0.9% -$16.3K 0.08% 208
2014
Q2 		$1.78M Sell
52,601
-523
-1% -$17.5K 0.08% 222
2014
Q1 		$1.98M Sell
53,124
-2,370
-4% -$82.8K 0.09% 211
2013
Q4 		$1.93M Sell
55,494
-603
-1% -$18.7K 0.09% 196
2013
Q3 		$1.56M Buy
56,097
+45
+0.1% +$1.3K 0.08% 209
2013
Q2 		$1.61M Buy
+56,052
New +$1.62M 0.08% 203

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Boston Advisors's RJF Position: Q3 2019 in Review

Boston Advisors increased its Raymond James Financial (RJF) stake by 0.29% in Q3 2019, buying an estimated $16.4K and bringing the position to 104,768 shares worth $5.76M. The position accounts for 0.3% of the portfolio, ranked #93.

Boston Advisors first reported a position in RJF in Q2 2013 and has held it in 26 quarters since. The position peaked at $7.84M in Q3 2018. 474 funds tracked by Wall St. Rank hold RJF as of Q3 2019.

  • Boston Advisors held 104,768 shares of Raymond James Financial worth $5.76M as of Q3 2019.
  • Boston Advisors bought 302 Raymond James Financial shares in Q3 2019, an estimated $16.4K.
  • Raymond James Financial made up 0.3% of Boston Advisors's portfolio in Q3 2019, its #93 holding.
  • Boston Advisors first reported a position in Raymond James Financial in Q2 2013 and has held it in 26 quarters since.
  • Boston Advisors's Raymond James Financial position peaked at $7.84M in Q3 2018.
  • 474 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.