BPM
RJF icon

Bowling Portfolio Management’s Raymond James Financial RJF Stock Holding History

Bowling Portfolio 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
2017
Q3 		– Sell
-73,518
Closed -$3.93M – 406
2017
Q2 		$3.93M Buy
73,518
+38,278
+109% +$1.93M 0.58% 51
2017
Q1 		$1.79M Buy
+35,240
New +$1.79M 0.3% 108

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Bowling Portfolio Management's RJF Position: Q3 2017 in Review

Bowling Portfolio Management sold out of Raymond James Financial (RJF) in Q3 2017, closing a stake of 73,518 shares — an estimated $3.93M sold.

Bowling Portfolio Management first reported a position in RJF in Q1 2017 and held it in 2 quarters. The position peaked at $3.93M in Q2 2017. 455 funds tracked by Wall St. Rank hold RJF as of Q3 2017.

  • Bowling Portfolio Management reported no remaining Raymond James Financial position as of Q3 2017 after selling out during the quarter.
  • Bowling Portfolio Management sold 73,518 Raymond James Financial shares in Q3 2017, an estimated $3.93M.
  • Bowling Portfolio Management first reported a position in Raymond James Financial in Q1 2017 and held it in 2 quarters.
  • Bowling Portfolio Management's Raymond James Financial position peaked at $3.93M in Q2 2017.
  • 455 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2017.

Based on Bowling Portfolio Management's 13F filing for Q3 2017, filed 16 Oct 2017.