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Greenwood Capital Associates’s Raymond James Financial RJF Stock Holding History

Greenwood Capital Associates’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
2018
Q4 		– Sell
-5,784
Closed -$355K – 196
2018
Q3 		$355K Buy
5,784
+45
+0.8% +$2.77K 0.08% 134
2018
Q2 		$342K Buy
5,739
+112
+2% +$6.95K 0.08% 129
2018
Q1 		$335K Buy
5,627
+656
+13% +$40.8K 0.08% 131
2017
Q4 		$296K Hold
4,971
– – 0.07% 155
2017
Q3 		$279K Sell
4,971
-647
-12% -$34.9K 0.07% 150
2017
Q2 		$300K Buy
+5,618
New +$283K 0.08% 144
2015
Q3 		– Sell
-11,430
Closed -$453K – 188
2015
Q2 		$453K Buy
11,430
+1,627
+17% +$63.2K 0.14% 92
2015
Q1 		$371K Buy
9,803
+2,498
+34% +$93.3K 0.11% 103
2014
Q4 		$279K Hold
7,305
– – 0.08% 112
2014
Q3 		$261K Buy
7,305
+52
+0.7% +$1.82K 0.08% 110
2014
Q2 		$245K Hold
7,253
– – 0.08% 117
2014
Q1 		$270K Buy
+7,253
New +$254K 0.09% 110

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Greenwood Capital Associates's RJF Position: Q4 2018 in Review

Greenwood Capital Associates sold out of Raymond James Financial (RJF) in Q4 2018, closing a stake of 5,784 shares — an estimated $355K sold.

Greenwood Capital Associates first reported a position in RJF in Q1 2014 and held it in 12 quarters. The position peaked at $453K in Q2 2015. 463 funds tracked by Wall St. Rank hold RJF as of Q4 2018.

  • Greenwood Capital Associates reported no remaining Raymond James Financial position as of Q4 2018 after selling out during the quarter.
  • Greenwood Capital Associates sold 5,784 Raymond James Financial shares in Q4 2018, an estimated $355K.
  • Greenwood Capital Associates first reported a position in Raymond James Financial in Q1 2014 and held it in 12 quarters.
  • Greenwood Capital Associates's Raymond James Financial position peaked at $453K in Q2 2015.
  • 463 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2018.

Based on Greenwood Capital Associates's 13F filing for Q4 2018, filed 11 Feb 2019.