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Braun-Bostich & Associates’s Raymond James Financial RJF Stock Holding History

Braun-Bostich & Associates’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
2018
Q3 		– Sell
-414
Closed -$25K – 331
2018
Q2 		$25K Sell
414
-633
-60% -$39.3K 0.03% 208
2018
Q1 		$62K Sell
1,047
-2,330
-69% -$145K 0.05% 156
2017
Q4 		$201K Buy
+3,377
New +$195K 0.17% 111

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Braun-Bostich & Associates's RJF Position: Q3 2018 in Review

Braun-Bostich & Associates sold out of Raymond James Financial (RJF) in Q3 2018, closing a stake of 414 shares — an estimated $25K sold.

Braun-Bostich & Associates first reported a position in RJF in Q4 2017 and held it in 3 quarters. The position peaked at $201K in Q4 2017. 492 funds tracked by Wall St. Rank hold RJF as of Q3 2018.

  • Braun-Bostich & Associates reported no remaining Raymond James Financial position as of Q3 2018 after selling out during the quarter.
  • Braun-Bostich & Associates sold 414 Raymond James Financial shares in Q3 2018, an estimated $25K.
  • Braun-Bostich & Associates first reported a position in Raymond James Financial in Q4 2017 and held it in 3 quarters.
  • Braun-Bostich & Associates's Raymond James Financial position peaked at $201K in Q4 2017.
  • 492 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2018.

Based on Braun-Bostich & Associates's 13F filing for Q3 2018, filed 14 Nov 2018.