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Ellis Investment Partners’s Raymond James Financial RJF Stock Holding History

Ellis Investment 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
2020
Q2 		– Sell
-23
Closed – – 745
2020
Q1 		$0 Buy
+23
New +$1.3K ﹤0.01% 761

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Primecap Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Ellis Investment Partners's RJF Position: Q2 2020 in Review

Ellis Investment Partners sold out of Raymond James Financial (RJF) in Q2 2020, closing a stake of 23 shares.

Ellis Investment Partners first reported a position in RJF in Q1 2020 and held it in 1 quarter. The position peaked at $0 in Q1 2020. 485 funds tracked by Wall St. Rank hold RJF as of Q2 2020.

  • Ellis Investment Partners reported no remaining Raymond James Financial position as of Q2 2020 after selling out during the quarter.
  • Ellis Investment Partners sold 23 Raymond James Financial shares in Q2 2020.
  • Ellis Investment Partners first reported a position in Raymond James Financial in Q1 2020 and held it in 1 quarter.
  • Ellis Investment Partners's Raymond James Financial position peaked at $0 in Q1 2020.
  • 485 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2020.

Based on Ellis Investment Partners's 13F filing for Q2 2020, filed 13 Jul 2020.