Integrated Wealth Management (Palm Desert)’s Raymond James Financial RJF Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-47	Closed	-$2K	–	831
2016 Q3	$2K	Hold	47	–	–	﹤0.01%	1081
2016 Q2	$2K	Hold	47	–	–	﹤0.01%	1094
2016 Q1	$1K	Hold	47	–	–	﹤0.01%	1122
2015 Q4	$2K	Hold	47	–	–	﹤0.01%	1108
2015 Q3	$2K	Hold	47	–	–	﹤0.01%	1125
2015 Q2	$2K	Hold	47	–	–	﹤0.01%	1153
2015 Q1	$1K	Buy	+47	New	+$1.76K	﹤0.01%	1208

Other funds holding RJF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s RJF Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Raymond James Financial (RJF) in Q4 2016, closing a stake of 47 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in RJF in Q1 2015 and held it in 7 quarters. The position peaked at $2K in Q3 2016. 397 funds tracked by Wall St. Rank hold RJF as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Raymond James Financial position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 47 Raymond James Financial shares in Q4 2016, an estimated $2K.
Integrated Wealth Management (Palm Desert) first reported a position in Raymond James Financial in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Raymond James Financial position peaked at $2K in Q3 2016.
397 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.