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BRC Investment Management’s Raymond James Financial RJF Stock Holding History

BRC Investment 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
2016
Q3 		– Sell
-19,434
Closed -$639K – 207
2016
Q2 		$639K Buy
+19,434
New +$665K 0.11% 107
2014
Q2 		– Sell
-483,993
Closed -$18M – 167
2014
Q1 		$18M Buy
+483,993
New +$16.9M 2.84% 9

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

BRC Investment Management's RJF Position: Q3 2016 in Review

BRC Investment Management sold out of Raymond James Financial (RJF) in Q3 2016, closing a stake of 19,434 shares — an estimated $639K sold.

BRC Investment Management first reported a position in RJF in Q1 2014 and held it in 2 quarters. The position peaked at $18M in Q1 2014. 335 funds tracked by Wall St. Rank hold RJF as of Q3 2016.

  • BRC Investment Management reported no remaining Raymond James Financial position as of Q3 2016 after selling out during the quarter.
  • BRC Investment Management sold 19,434 Raymond James Financial shares in Q3 2016, an estimated $639K.
  • BRC Investment Management first reported a position in Raymond James Financial in Q1 2014 and held it in 2 quarters.
  • BRC Investment Management's Raymond James Financial position peaked at $18M in Q1 2014.
  • 335 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2016.

Based on BRC Investment Management's 13F filing for Q3 2016, filed 31 Oct 2016.