CAM
RJD.CL

Cypress Asset Management’s Raymond James Financial Inc RJD.CL Stock Holding History

Cypress Asset Management’s Portfolio RJD.CL Stock Details RJD.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-8,800
Closed -$228K – 221
2016
Q3 		$228K Hold
8,800
– – 0.05% 192
2016
Q2 		$232K Buy
+8,800
New +$233K 0.05% 180
2015
Q1 		– Sell
-8,000
Closed -$218K – 218
2014
Q4 		$218K Hold
8,000
– – 0.04% 190
2014
Q3 		$209K Hold
8,000
– – 0.04% 195
2014
Q2 		$216K Hold
8,000
– – 0.04% 199
2014
Q1 		$209K Hold
8,000
– – 0.04% 194
2013
Q4 		$200K Hold
8,000
– – 0.03% 196
2013
Q3 		$201K Hold
8,000
– – 0.04% 188
2013
Q2 		$212K Buy
+8,000
New +$218K 0.04% 182

Other funds holding RJD.CL

KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.53B AUM 18.11% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BRC
Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

Cypress Asset Management's RJD.CL Position: Q4 2016 in Review

Cypress Asset Management sold out of Raymond James Financial Inc (RJD.CL) in Q4 2016, closing a stake of 8,800 shares — an estimated $228K sold.

Cypress Asset Management first reported a position in RJD.CL in Q2 2013 and held it in 9 quarters. The position peaked at $232K in Q2 2016. 8 funds tracked by Wall St. Rank hold RJD.CL as of Q4 2016.

  • Cypress Asset Management reported no remaining Raymond James Financial Inc position as of Q4 2016 after selling out during the quarter.
  • Cypress Asset Management sold 8,800 Raymond James Financial Inc shares in Q4 2016, an estimated $228K.
  • Cypress Asset Management first reported a position in Raymond James Financial Inc in Q2 2013 and held it in 9 quarters.
  • Cypress Asset Management's Raymond James Financial Inc position peaked at $232K in Q2 2016.
  • 8 funds tracked by Wall St. Rank held Raymond James Financial Inc as of Q4 2016.

Based on Cypress Asset Management's 13F filing for Q4 2016, filed 7 Feb 2017.