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Invictus RG’s Raymond James Financial RJF Stock Holding History

Invictus RG’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 		– Sell
-1,508
Closed -$77K – 800
2017
Q1 		$77K Buy
1,508
+813
+117% +$41.4K 0.05% 487
2016
Q4 		$32K Sell
695
-228
-25% -$10.1K 0.02% 495
2016
Q3 		$36K Buy
+923
New +$34K 0.03% 489

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Invictus RG's RJF Position: Q2 2017 in Review

Invictus RG sold out of Raymond James Financial (RJF) in Q2 2017, closing a stake of 1,508 shares — an estimated $77K sold.

Invictus RG first reported a position in RJF in Q3 2016 and held it in 3 quarters. The position peaked at $77K in Q1 2017. 432 funds tracked by Wall St. Rank hold RJF as of Q2 2017.

  • Invictus RG reported no remaining Raymond James Financial position as of Q2 2017 after selling out during the quarter.
  • Invictus RG sold 1,508 Raymond James Financial shares in Q2 2017, an estimated $77K.
  • Invictus RG first reported a position in Raymond James Financial in Q3 2016 and held it in 3 quarters.
  • Invictus RG's Raymond James Financial position peaked at $77K in Q1 2017.
  • 432 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2017.

Based on Invictus RG's 13F filing for Q2 2017, filed 14 Aug 2017.