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

Focused 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
2014
Q3 		– Sell
-1,001
Closed -$18K – 713
2014
Q2 		$18K Hold
1,001
– – 0.01% 333
2014
Q1 		$17K Buy
+1,001
New +$35K 0.01% 319

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

Focused Wealth Management's RJF Position: Q3 2014 in Review

Focused Wealth Management sold out of Raymond James Financial (RJF) in Q3 2014, closing a stake of 1,001 shares — an estimated $18K sold.

Focused Wealth Management first reported a position in RJF in Q1 2014 and held it in 2 quarters. The position peaked at $18K in Q2 2014. 346 funds tracked by Wall St. Rank hold RJF as of Q3 2014.

  • Focused Wealth Management reported no remaining Raymond James Financial position as of Q3 2014 after selling out during the quarter.
  • Focused Wealth Management sold 1,001 Raymond James Financial shares in Q3 2014, an estimated $18K.
  • Focused Wealth Management first reported a position in Raymond James Financial in Q1 2014 and held it in 2 quarters.
  • Focused Wealth Management's Raymond James Financial position peaked at $18K in Q2 2014.
  • 346 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2014.

Based on Focused Wealth Management's 13F filing for Q3 2014, filed 12 Nov 2014.