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Boston Private Bank & Trust’s Raymond James Financial RJF Stock Holding History

Boston Private Bank & Trust’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
2014
Q4 		– Sell
-56
Closed -$2K – 1187
2014
Q3 		$2K Hold
56
– – ﹤0.01% 1001
2014
Q2 		$2K Hold
56
– – ﹤0.01% 949
2014
Q1 		$2K Buy
+56
New +$1.96K ﹤0.01% 972

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

Boston Private Bank & Trust's RJF Position: Q4 2014 in Review

Boston Private Bank & Trust sold out of Raymond James Financial (RJF) in Q4 2014, closing a stake of 56 shares — an estimated $2K sold.

Boston Private Bank & Trust first reported a position in RJF in Q1 2014 and held it in 3 quarters. The position peaked at $2K in Q3 2014. 353 funds tracked by Wall St. Rank hold RJF as of Q4 2014.

  • Boston Private Bank & Trust reported no remaining Raymond James Financial position as of Q4 2014 after selling out during the quarter.
  • Boston Private Bank & Trust sold 56 Raymond James Financial shares in Q4 2014, an estimated $2K.
  • Boston Private Bank & Trust first reported a position in Raymond James Financial in Q1 2014 and held it in 3 quarters.
  • Boston Private Bank & Trust's Raymond James Financial position peaked at $2K in Q3 2014.
  • 353 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2014.

Based on Boston Private Bank & Trust's 13F filing for Q4 2014, filed 12 Jan 2015.