First Personal Financial Services’s Raymond James Financial RJF Stock Holding History

First Personal Financial Services’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 Q2	–	Sell	-2,385	Closed	-$142K	–	886
2018 Q1	$142K	Buy	+2,385	New	+$148K	0.03%	249
2017 Q3	–	Sell	-305	Closed	-$16K	–	863
2017 Q2	$16K	Hold	305	–	–	﹤0.01%	620
2017 Q1	$15K	Hold	305	–	–	﹤0.01%	623
2016 Q4	$14K	Hold	305	–	–	﹤0.01%	629
2016 Q3	$12K	Hold	305	–	–	﹤0.01%	542
2016 Q2	$10K	Buy	+305	New	+$10.4K	﹤0.01%	567

Other funds holding RJF

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Personal Financial Services's RJF Position: Q2 2018 in Review

First Personal Financial Services sold out of Raymond James Financial (RJF) in Q2 2018, closing a stake of 2,385 shares — an estimated $142K sold.

First Personal Financial Services first reported a position in RJF in Q2 2016 and held it in 6 quarters. The position peaked at $142K in Q1 2018. 521 funds tracked by Wall St. Rank hold RJF as of Q2 2018.

First Personal Financial Services reported no remaining Raymond James Financial position as of Q2 2018 after selling out during the quarter.
First Personal Financial Services sold 2,385 Raymond James Financial shares in Q2 2018, an estimated $142K.
First Personal Financial Services first reported a position in Raymond James Financial in Q2 2016 and held it in 6 quarters.
First Personal Financial Services's Raymond James Financial position peaked at $142K in Q1 2018.
521 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.