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Executive Wealth Management’s Raymond James Financial RJF Stock Holding History

Executive Wealth Management’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
Q3 		– Sell
-588
Closed -$33K – 636
2019
Q2 		$33K Hold
588
– – ﹤0.01% 377
2019
Q1 		$32K Sell
588
-71
-11% -$3.8K 0.01% 348
2018
Q4 		$33K Buy
+659
New +$35.1K 0.01% 349

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Executive Wealth Management's RJF Position: Q3 2019 in Review

Executive Wealth Management sold out of Raymond James Financial (RJF) in Q3 2019, closing a stake of 588 shares — an estimated $33K sold.

Executive Wealth Management first reported a position in RJF in Q4 2018 and held it in 3 quarters. The position peaked at $33K in Q2 2019. 473 funds tracked by Wall St. Rank hold RJF as of Q3 2019.

  • Executive Wealth Management reported no remaining Raymond James Financial position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 588 Raymond James Financial shares in Q3 2019, an estimated $33K.
  • Executive Wealth Management first reported a position in Raymond James Financial in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Raymond James Financial position peaked at $33K in Q2 2019.
  • 473 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.