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Financial Gravity Companies’s Raymond James Financial RJF Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$1K Buy
+23
New +$1.23K ﹤0.01% 1197
2018
Q1 		$194K Buy
3,299
+551
+20% +$34.3K 0.2% 97
2017
Q4 		$177K Buy
+2,748
New +$158K 0.2% 96

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Gravity Companies's RJF Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Raymond James Financial (RJF) in Q4 2018: 23 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1197 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in RJF as recently as Q1 2018.

Financial Gravity Companies first reported a position in RJF in Q4 2017 and has held it in 3 quarters since. The position peaked at $194K in Q1 2018. 463 funds tracked by Wall St. Rank hold RJF as of Q4 2018.

  • Financial Gravity Companies held 23 shares of Raymond James Financial worth $1K as of Q4 2018.
  • Raymond James Financial was a new Financial Gravity Companies position in Q4 2018.
  • Raymond James Financial made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1197 holding.
  • Financial Gravity Companies first reported a position in Raymond James Financial in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Raymond James Financial position peaked at $194K in Q1 2018.
  • 463 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.