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CFO4Life Group’s Raymond James Financial RJF Stock Holding History

CFO4Life Group’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
-9,273
Closed -$552K – 134
2018
Q2 		$552K Buy
9,273
+762
+9% +$47.3K 0.23% 63
2018
Q1 		$507K Buy
+8,511
New +$530K 0.43% 41

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

CFO4Life Group's RJF Position: Q3 2018 in Review

CFO4Life Group sold out of Raymond James Financial (RJF) in Q3 2018, closing a stake of 9,273 shares — an estimated $552K sold.

CFO4Life Group first reported a position in RJF in Q1 2018 and held it in 2 quarters. The position peaked at $552K in Q2 2018. 492 funds tracked by Wall St. Rank hold RJF as of Q3 2018.

  • CFO4Life Group reported no remaining Raymond James Financial position as of Q3 2018 after selling out during the quarter.
  • CFO4Life Group sold 9,273 Raymond James Financial shares in Q3 2018, an estimated $552K.
  • CFO4Life Group first reported a position in Raymond James Financial in Q1 2018 and held it in 2 quarters.
  • CFO4Life Group's Raymond James Financial position peaked at $552K in Q2 2018.
  • 492 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2018.

Based on CFO4Life Group's 13F filing for Q3 2018, filed 25 Oct 2018.