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Curian Capital’s Raymond James Financial RJF Stock Holding History

Curian Capital’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
Q1 		– Sell
-8,016
Closed -$310K – 304
2015
Q4 		$310K Sell
8,016
-13,374
-63% -$498K 0.02% 374
2015
Q3 		$708K Sell
21,390
-8,304
-28% -$308K 0.02% 436
2015
Q2 		$1.18M Sell
29,694
-4,578
-13% -$178K 0.02% 431
2015
Q1 		$1.3M Sell
34,272
-51
-0.1% -$1.91K 0.02% 408
2014
Q4 		$1.31M Sell
34,323
-7,184
-17% -$264K 0.02% 383
2014
Q3 		$1.48M Buy
41,507
+1,053
+3% +$36.9K 0.03% 348
2014
Q2 		$1.37M Buy
40,454
+1,667
+4% +$55.6K 0.02% 366
2014
Q1 		$1.45M Buy
38,787
+3,928
+11% +$137K 0.03% 352
2013
Q4 		$1.21M Buy
34,859
+1,659
+5% +$51.4K 0.02% 371
2013
Q3 		$922K Buy
33,200
+5,388
+19% +$156K 0.02% 417
2013
Q2 		$797K Buy
+27,812
New +$804K 0.01% 429

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

Curian Capital's RJF Position: Q1 2016 in Review

Curian Capital sold out of Raymond James Financial (RJF) in Q1 2016, closing a stake of 8,016 shares — an estimated $310K sold.

Curian Capital first reported a position in RJF in Q2 2013 and held it in 11 quarters. The position peaked at $1.48M in Q3 2014. 329 funds tracked by Wall St. Rank hold RJF as of Q1 2016.

  • Curian Capital reported no remaining Raymond James Financial position as of Q1 2016 after selling out during the quarter.
  • Curian Capital sold 8,016 Raymond James Financial shares in Q1 2016, an estimated $310K.
  • Curian Capital first reported a position in Raymond James Financial in Q2 2013 and held it in 11 quarters.
  • Curian Capital's Raymond James Financial position peaked at $1.48M in Q3 2014.
  • 329 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2016.

Based on Curian Capital's 13F filing for Q1 2016.