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Chartwell Investment Partners’s Raymond James Financial RJF Stock Holding History

Chartwell Investment Partners’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
-242,312
Closed -$7.96M – 443
2016
Q2 		$7.96M Buy
+242,312
New +$8.29M 0.14% 187

Other funds holding RJF

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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

Chartwell Investment Partners's RJF Position: Q3 2016 in Review

Chartwell Investment Partners sold out of Raymond James Financial (RJF) in Q3 2016, closing a stake of 242,312 shares — an estimated $7.96M sold.

Chartwell Investment Partners first reported a position in RJF in Q2 2016 and held it in 1 quarter. The position peaked at $7.96M in Q2 2016. 335 funds tracked by Wall St. Rank hold RJF as of Q3 2016.

  • Chartwell Investment Partners reported no remaining Raymond James Financial position as of Q3 2016 after selling out during the quarter.
  • Chartwell Investment Partners sold 242,312 Raymond James Financial shares in Q3 2016, an estimated $7.96M.
  • Chartwell Investment Partners first reported a position in Raymond James Financial in Q2 2016 and held it in 1 quarter.
  • Chartwell Investment Partners's Raymond James Financial position peaked at $7.96M in Q2 2016.
  • 335 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2016.

Based on Chartwell Investment Partners's 13F filing for Q3 2016, filed 15 Nov 2016.