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

Clarus 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
2018
Q3 		– Sell
-4,014
Closed -$239K – 758
2018
Q2 		$239K Hold
4,014
– – 0.18% 82
2018
Q1 		$239K Buy
+4,014
New +$250K 0.22% 82

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

Clarus Wealth Advisors's RJF Position: Q3 2018 in Review

Clarus Wealth Advisors sold out of Raymond James Financial (RJF) in Q3 2018, closing a stake of 4,014 shares — an estimated $239K sold.

Clarus Wealth Advisors first reported a position in RJF in Q1 2018 and held it in 2 quarters. The position peaked at $239K in Q2 2018. 492 funds tracked by Wall St. Rank hold RJF as of Q3 2018.

  • Clarus Wealth Advisors reported no remaining Raymond James Financial position as of Q3 2018 after selling out during the quarter.
  • Clarus Wealth Advisors sold 4,014 Raymond James Financial shares in Q3 2018, an estimated $239K.
  • Clarus Wealth Advisors first reported a position in Raymond James Financial in Q1 2018 and held it in 2 quarters.
  • Clarus Wealth Advisors's Raymond James Financial position peaked at $239K in Q2 2018.
  • 492 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2018.

Based on Clarus Wealth Advisors's 13F filing for Q3 2018, filed 3 Oct 2018.