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Gupta Wealth Management’s Raymond James Financial RJF Stock Holding History

Gupta Wealth Management’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
2015
Q2 		– Sell
-2
Closed – – 1310
2015
Q1 		$0 Buy
+2
New +$75 ﹤0.01% 1160

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Goldman Sachs
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Wells Fargo
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Gupta Wealth Management's RJF Position: Q2 2015 in Review

Gupta Wealth Management sold out of Raymond James Financial (RJF) in Q2 2015, closing a stake of 2 shares.

Gupta Wealth Management first reported a position in RJF in Q1 2015 and held it in 1 quarter. The position peaked at $0 in Q1 2015. 348 funds tracked by Wall St. Rank hold RJF as of Q2 2015.

  • Gupta Wealth Management reported no remaining Raymond James Financial position as of Q2 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 2 Raymond James Financial shares in Q2 2015.
  • Gupta Wealth Management first reported a position in Raymond James Financial in Q1 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Raymond James Financial position peaked at $0 in Q1 2015.
  • 348 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2015.

Based on Gupta Wealth Management's 13F filing for Q2 2015, filed 26 Aug 2015.