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Capstone Asset Management’s Raymond James Financial RJF Stock Holding History

Capstone Asset 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
Q2 		$2M Buy
37,487
+27,990
+295% +$1.41M 0.06% 393
2017
Q1 		$483K Sell
9,497
-6,555
-41% -$334K 0.01% 946
2016
Q4 		$741K Buy
16,052
+180
+1% +$7.96K 0.02% 696
2016
Q3 		$616K Sell
15,872
-783
-5% -$28.9K 0.02% 824
2016
Q2 		$547K Buy
16,655
+1,155
+7% +$39.5K 0.02% 863
2016
Q1 		$492K Buy
15,500
+270
+2% +$8.29K 0.01% 931
2015
Q4 		$589K Sell
15,230
-465
-3% -$17.3K 0.02% 814
2015
Q3 		$519K Buy
15,695
+1,050
+7% +$38.9K 0.02% 892
2015
Q2 		$582K Sell
14,645
-135
-0.9% -$5.25K 0.02% 866
2015
Q1 		$559K Buy
14,780
+1,455
+11% +$54.4K 0.02% 1005
2014
Q4 		$509K Sell
13,325
-360
-3% -$13.2K 0.01% 1041
2014
Q3 		$489K Buy
13,685
+225
+2% +$7.87K 0.02% 1035
2014
Q2 		$455K Sell
13,460
-2,335
-15% -$77.9K 0.01% 1117
2014
Q1 		$589K Sell
15,795
-2,610
-14% -$91.2K 0.02% 943
2013
Q4 		$640K Sell
18,405
-9,486
-34% -$294K 0.02% 927
2013
Q3 		$775K Buy
27,891
+810
+3% +$23.4K 0.02% 957
2013
Q2 		$776K Buy
+27,081
New +$783K 0.02% 869

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
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
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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Capstone Asset Management's RJF Position: Q2 2017 in Review

Capstone Asset Management increased its Raymond James Financial (RJF) stake by 295% in Q2 2017, buying an estimated $1.41M and bringing the position to 37,487 shares worth $2M. The position accounts for 0.06% of the portfolio, ranked #393.

Capstone Asset Management first reported a position in RJF in Q2 2013 and has held it in 17 quarters since. 432 funds tracked by Wall St. Rank hold RJF as of Q2 2017.

  • Capstone Asset Management held 37,487 shares of Raymond James Financial worth $2M as of Q2 2017.
  • Capstone Asset Management bought 27,990 Raymond James Financial shares in Q2 2017, an estimated $1.41M.
  • Raymond James Financial made up 0.06% of Capstone Asset Management's portfolio in Q2 2017, its #393 holding.
  • Capstone Asset Management first reported a position in Raymond James Financial in Q2 2013 and has held it in 17 quarters since.
  • 432 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.