Fulcrum Capital’s Raymond James Financial RJF Stock Holding History

Fulcrum Capital’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 Q4	–	Sell	-6,750	Closed	-$371K	–	75
2019 Q3	$371K	Buy	+6,750	New	+$367K	0.13%	56

Other funds holding RJF

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

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

Fulcrum Capital's RJF Position: Q4 2019 in Review

Fulcrum Capital sold out of Raymond James Financial (RJF) in Q4 2019, closing a stake of 6,750 shares — an estimated $371K sold.

Fulcrum Capital first reported a position in RJF in Q3 2019 and held it in 1 quarter. The position peaked at $371K in Q3 2019. 486 funds tracked by Wall St. Rank hold RJF as of Q4 2019.

Fulcrum Capital reported no remaining Raymond James Financial position as of Q4 2019 after selling out during the quarter.
Fulcrum Capital sold 6,750 Raymond James Financial shares in Q4 2019, an estimated $371K.
Fulcrum Capital first reported a position in Raymond James Financial in Q3 2019 and held it in 1 quarter.
Fulcrum Capital's Raymond James Financial position peaked at $371K in Q3 2019.
486 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2019.

Based on Fulcrum Capital's 13F filing for Q4 2019, filed 3 Feb 2020.