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IBEX Wealth Advisors’s Raymond James Financial RJF Stock Holding History

IBEX Wealth 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
2018
Q4 		– Sell
-48,522
Closed -$2.99M – 97
2018
Q3 		$2.99M Sell
48,522
-22,587
-32% -$1.39M 1.07% 40
2018
Q2 		$4.09M Hold
71,109
– – 1.64% 18
2018
Q1 		$4.09M Sell
71,109
-323
-0.5% -$20.1K 1.66% 18
2017
Q4 		$4.37M Buy
71,432
+654
+0.9% +$37.7K 1.93% 20
2017
Q3 		$4.06M Buy
70,778
+900
+1% +$48.5K 1.5% 18
2017
Q2 		$3.84M Buy
69,878
+5,135
+8% +$258K 1.51% 19
2017
Q1 		$3.22M Buy
+64,743
New +$3.29M 1.98% 16

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

IBEX Wealth Advisors's RJF Position: Q4 2018 in Review

IBEX Wealth Advisors sold out of Raymond James Financial (RJF) in Q4 2018, closing a stake of 48,522 shares — an estimated $2.99M sold.

IBEX Wealth Advisors first reported a position in RJF in Q1 2017 and held it in 7 quarters. The position peaked at $4.37M in Q4 2017. 463 funds tracked by Wall St. Rank hold RJF as of Q4 2018.

  • IBEX Wealth Advisors reported no remaining Raymond James Financial position as of Q4 2018 after selling out during the quarter.
  • IBEX Wealth Advisors sold 48,522 Raymond James Financial shares in Q4 2018, an estimated $2.99M.
  • IBEX Wealth Advisors first reported a position in Raymond James Financial in Q1 2017 and held it in 7 quarters.
  • IBEX Wealth Advisors's Raymond James Financial position peaked at $4.37M in Q4 2017.
  • 463 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2018.

Based on IBEX Wealth Advisors's 13F filing for Q4 2018, filed 1 Feb 2019.