Edmond de Rothschild Holding’s Raymond James Financial RJF Stock Holding History

Edmond de Rothschild Holding’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
2019 Q1	–	Sell	-2,412	Closed	-$120K	–	679
2018 Q4	$120K	Hold	2,412	–	–	﹤0.01%	446
2018 Q3	$148K	Hold	2,412	–	–	﹤0.01%	484
2018 Q2	$143K	Buy	2,412 +705	+41%	+$43.8K	﹤0.01%	515
2018 Q1	$102K	Buy	+1,707	New	+$106K	﹤0.01%	558

Other funds holding RJF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Edmond de Rothschild Holding's RJF Position: Q1 2019 in Review

Edmond de Rothschild Holding sold out of Raymond James Financial (RJF) in Q1 2019, closing a stake of 2,412 shares — an estimated $120K sold.

Edmond de Rothschild Holding first reported a position in RJF in Q1 2018 and held it in 4 quarters. The position peaked at $148K in Q3 2018. 500 funds tracked by Wall St. Rank hold RJF as of Q1 2019.

Edmond de Rothschild Holding reported no remaining Raymond James Financial position as of Q1 2019 after selling out during the quarter.
Edmond de Rothschild Holding sold 2,412 Raymond James Financial shares in Q1 2019, an estimated $120K.
Edmond de Rothschild Holding first reported a position in Raymond James Financial in Q1 2018 and held it in 4 quarters.
Edmond de Rothschild Holding's Raymond James Financial position peaked at $148K in Q3 2018.
500 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2019.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2019, filed 13 May 2019.