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Holistic Financial Partners’s Raymond James Financial RJF Stock Holding History

Holistic Financial Partners’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
Q2 		– Sell
-284
Closed -$17K – 289
2018
Q1 		$17K Hold
284
– – 0.01% 289
2017
Q4 		$17K Buy
+284
New +$16.4K 0.01% 297

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Holistic Financial Partners's RJF Position: Q2 2018 in Review

Holistic Financial Partners sold out of Raymond James Financial (RJF) in Q2 2018, closing a stake of 284 shares — an estimated $17K sold.

Holistic Financial Partners first reported a position in RJF in Q4 2017 and held it in 2 quarters. The position peaked at $17K in Q1 2018. 521 funds tracked by Wall St. Rank hold RJF as of Q2 2018.

  • Holistic Financial Partners reported no remaining Raymond James Financial position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 284 Raymond James Financial shares in Q2 2018, an estimated $17K.
  • Holistic Financial Partners first reported a position in Raymond James Financial in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Raymond James Financial position peaked at $17K in Q1 2018.
  • 521 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.