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

Calvert 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
2017
Q1 		– Sell
-13,271
Closed -$613K – 478
2016
Q4 		$613K Sell
13,271
-1,434
-10% -$63.4K 0.02% 497
2016
Q3 		$571K Buy
14,705
+113
+0.8% +$4.16K 0.02% 507
2016
Q2 		$480K Sell
14,592
-266
-2% -$9.1K 0.02% 512
2016
Q1 		$472K Buy
14,858
+2,397
+19% +$73.6K 0.02% 504
2015
Q4 		$482K Buy
12,461
+3,947
+46% +$147K 0.02% 463
2015
Q3 		$282K Buy
8,514
+442
+5% +$16.4K 0.01% 496
2015
Q2 		$321K Buy
+8,072
New +$314K 0.01% 485

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Calvert Investment Management's RJF Position: Q1 2017 in Review

Calvert Investment Management sold out of Raymond James Financial (RJF) in Q1 2017, closing a stake of 13,271 shares — an estimated $613K sold.

Calvert Investment Management first reported a position in RJF in Q2 2015 and held it in 7 quarters. The position peaked at $613K in Q4 2016. 415 funds tracked by Wall St. Rank hold RJF as of Q1 2017.

  • Calvert Investment Management reported no remaining Raymond James Financial position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 13,271 Raymond James Financial shares in Q1 2017, an estimated $613K.
  • Calvert Investment Management first reported a position in Raymond James Financial in Q2 2015 and held it in 7 quarters.
  • Calvert Investment Management's Raymond James Financial position peaked at $613K in Q4 2016.
  • 415 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.