FI
RJF icon

FormulaFolio Investments’s Raymond James Financial RJF Stock Holding History

FormulaFolio Investments’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
Q1 		– Sell
-7,593
Closed -$466K – 381
2018
Q4 		$466K Sell
7,593
-101
-1% -$5.38K 0.02% 214
2018
Q3 		$472K Sell
7,694
-11,086
-59% -$683K 0.02% 214
2018
Q2 		$1.12M Buy
+18,780
New +$1.17M 0.05% 119

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FormulaFolio Investments's RJF Position: Q1 2019 in Review

FormulaFolio Investments sold out of Raymond James Financial (RJF) in Q1 2019, closing a stake of 7,593 shares — an estimated $466K sold.

FormulaFolio Investments first reported a position in RJF in Q2 2018 and held it in 3 quarters. The position peaked at $1.12M in Q2 2018. 499 funds tracked by Wall St. Rank hold RJF as of Q1 2019.

  • FormulaFolio Investments reported no remaining Raymond James Financial position as of Q1 2019 after selling out during the quarter.
  • FormulaFolio Investments sold 7,593 Raymond James Financial shares in Q1 2019, an estimated $466K.
  • FormulaFolio Investments first reported a position in Raymond James Financial in Q2 2018 and held it in 3 quarters.
  • FormulaFolio Investments's Raymond James Financial position peaked at $1.12M in Q2 2018.
  • 499 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2019.

Based on FormulaFolio Investments's 13F filing for Q1 2019, filed 8 May 2019.