Fort LP’s Raymond James Financial RJF Stock Holding History

Fort LP’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	-837	Closed	-$47K	–	482
2019 Q2	$47K	Buy	+837	New	+$47.7K	0.01%	379
2019 Q1	–	Sell	-2,223	Closed	-$110K	–	492
2018 Q4	$110K	Buy	+2,223	New	+$118K	0.03%	292

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Fort LP's RJF Position: Q3 2019 in Review

Fort LP sold out of Raymond James Financial (RJF) in Q3 2019, closing a stake of 837 shares — an estimated $47K sold.

Fort LP first reported a position in RJF in Q4 2018 and held it in 2 quarters. The position peaked at $110K in Q4 2018. 473 funds tracked by Wall St. Rank hold RJF as of Q3 2019.

Fort LP reported no remaining Raymond James Financial position as of Q3 2019 after selling out during the quarter.
Fort LP sold 837 Raymond James Financial shares in Q3 2019, an estimated $47K.
Fort LP first reported a position in Raymond James Financial in Q4 2018 and held it in 2 quarters.
Fort LP's Raymond James Financial position peaked at $110K in Q4 2018.
473 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2019.

Based on Fort LP's 13F filing for Q3 2019, filed 13 Nov 2019.