Gideon Capital Advisors’s Raymond James Financial RJF Stock Holding History

Gideon Capital Advisors’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	-6,705	Closed	-$378K	–	385
2019 Q2	$378K	Buy	+6,705	New	+$382K	0.13%	198
2019 Q1	–	Sell	-5,415	Closed	-$269K	–	492
2018 Q4	$269K	Buy	+5,415	New	+$288K	0.11%	284
2017 Q4	–	Sell	-4,998	Closed	-$281K	–	387
2017 Q3	$281K	Buy	+4,998	New	+$270K	0.28%	161
2017 Q1	–	Sell	-16,460	Closed	-$761K	–	495
2016 Q4	$761K	Buy	+16,460	New	+$728K	0.49%	22
2016 Q3	–	Sell	-9,813	Closed	-$323K	–	267
2016 Q2	$323K	Buy	+9,813	New	+$336K	0.19%	140
2015 Q2	–	Sell	-6,773	Closed	-$256K	–	307
2015 Q1	$256K	Buy	+6,773	New	+$253K	0.1%	197
2014 Q4	–	Sell	-21,696	Closed	-$775K	–	290
2014 Q3	$775K	Buy	+21,696	New	+$759K	0.3%	114

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

Gideon Capital Advisors's RJF Position: Q3 2019 in Review

Gideon Capital Advisors sold out of Raymond James Financial (RJF) in Q3 2019, closing a stake of 6,705 shares — an estimated $378K sold.

Gideon Capital Advisors first reported a position in RJF in Q3 2014 and held it in 7 quarters. The position peaked at $775K in Q3 2014. 474 funds tracked by Wall St. Rank hold RJF as of Q3 2019.

Gideon Capital Advisors reported no remaining Raymond James Financial position as of Q3 2019 after selling out during the quarter.
Gideon Capital Advisors sold 6,705 Raymond James Financial shares in Q3 2019, an estimated $378K.
Gideon Capital Advisors first reported a position in Raymond James Financial in Q3 2014 and held it in 7 quarters.
Gideon Capital Advisors's Raymond James Financial position peaked at $775K in Q3 2014.
474 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2019.

Based on Gideon Capital Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.