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Independent Portfolio Consultants’s Raymond James Financial RJF Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$254K Buy
4,742
+2,034
+75% +$102K 0.11% 257
2017
Q1 		$138K Buy
2,708
+60
+2% +$3.05K 0.05% 388
2016
Q4 		$122K Sell
2,648
-712
-21% -$31.5K 0.04% 404
2016
Q3 		$130K Sell
3,360
-143
-4% -$5.27K 0.04% 411
2016
Q2 		$115K Sell
3,503
-1,995
-36% -$68.2K 0.04% 425
2016
Q1 		$174K Buy
5,498
+863
+19% +$26.5K 0.05% 365
2015
Q4 		$179K Sell
4,635
-225
-5% -$8.38K 0.05% 347
2015
Q3 		$161K Sell
4,860
-68
-1% -$2.52K 0.04% 379
2015
Q2 		$196K Sell
4,928
-607
-11% -$23.6K 0.04% 372
2015
Q1 		$210K Buy
5,535
+1,267
+30% +$47.3K 0.04% 347
2014
Q4 		$163K Sell
4,268
-7,140
-63% -$262K 0.03% 411
2014
Q3 		$407K Buy
11,408
+8,763
+331% +$307K 0.11% 296
2014
Q2 		$89K Buy
+2,645
New +$88.3K 0.02% 546

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Independent Portfolio Consultants's RJF Position: Q2 2017 in Review

Independent Portfolio Consultants increased its Raymond James Financial (RJF) stake by 75% in Q2 2017, buying an estimated $102K and bringing the position to 4,742 shares worth $254K. The position accounts for 0.11% of the portfolio, ranked #257.

Independent Portfolio Consultants first reported a position in RJF in Q2 2014 and has held it in 13 quarters since. The position peaked at $407K in Q3 2014. 433 funds tracked by Wall St. Rank hold RJF as of Q2 2017.

  • Independent Portfolio Consultants held 4,742 shares of Raymond James Financial worth $254K as of Q2 2017.
  • Independent Portfolio Consultants bought 2,034 Raymond James Financial shares in Q2 2017, an estimated $102K.
  • Raymond James Financial made up 0.11% of Independent Portfolio Consultants's portfolio in Q2 2017, its #257 holding.
  • Independent Portfolio Consultants first reported a position in Raymond James Financial in Q2 2014 and has held it in 13 quarters since.
  • Independent Portfolio Consultants's Raymond James Financial position peaked at $407K in Q3 2014.
  • 433 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.