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Crow Point Partners’s Raymond James Financial RJF Stock Holding History

Crow Point 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
2018
Q2 		– Sell
-1,335
Closed -$80K – 218
2018
Q1 		$80K Buy
+1,335
New +$83.1K 0.01% 157

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Crow Point Partners's RJF Position: Q2 2018 in Review

Crow Point Partners sold out of Raymond James Financial (RJF) in Q2 2018, closing a stake of 1,335 shares — an estimated $80K sold.

Crow Point Partners first reported a position in RJF in Q1 2018 and held it in 1 quarter. The position peaked at $80K in Q1 2018. 521 funds tracked by Wall St. Rank hold RJF as of Q2 2018.

  • Crow Point Partners reported no remaining Raymond James Financial position as of Q2 2018 after selling out during the quarter.
  • Crow Point Partners sold 1,335 Raymond James Financial shares in Q2 2018, an estimated $80K.
  • Crow Point Partners first reported a position in Raymond James Financial in Q1 2018 and held it in 1 quarter.
  • Crow Point Partners's Raymond James Financial position peaked at $80K in Q1 2018.
  • 521 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2018.

Based on Crow Point Partners's 13F filing for Q2 2018, filed 14 Aug 2018.