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Burt Wealth Advisors’s Raymond James Financial RJF Stock Holding History

Burt Wealth 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
2017
Q3 		– Sell
-2,808
Closed -$150K – 393
2017
Q2 		$150K Buy
+2,808
New +$141K 0.1% 89

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

Burt Wealth Advisors's RJF Position: Q3 2017 in Review

Burt Wealth Advisors sold out of Raymond James Financial (RJF) in Q3 2017, closing a stake of 2,808 shares — an estimated $150K sold.

Burt Wealth Advisors first reported a position in RJF in Q2 2017 and held it in 1 quarter. The position peaked at $150K in Q2 2017. 455 funds tracked by Wall St. Rank hold RJF as of Q3 2017.

  • Burt Wealth Advisors reported no remaining Raymond James Financial position as of Q3 2017 after selling out during the quarter.
  • Burt Wealth Advisors sold 2,808 Raymond James Financial shares in Q3 2017, an estimated $150K.
  • Burt Wealth Advisors first reported a position in Raymond James Financial in Q2 2017 and held it in 1 quarter.
  • Burt Wealth Advisors's Raymond James Financial position peaked at $150K in Q2 2017.
  • 455 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2017.

Based on Burt Wealth Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.