Jacobus Wealth Management’s Raymond James Financial RJF Stock Holding History

Jacobus Wealth Management’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 Q3	$1.01M	Hold	18,000	–	–	0.26%	69
2017 Q2	$963K	Hold	18,000	–	–	0.26%	74
2017 Q1	$915K	Hold	18,000	–	–	0.26%	72
2016 Q4	$831K	Hold	18,000	–	–	0.24%	74
2016 Q3	$699K	Hold	18,000	–	–	0.2%	80
2016 Q2	$592K	Hold	18,000	–	–	0.18%	87
2016 Q1	$571K	Hold	18,000	–	–	0.17%	106
2015 Q4	$696K	Hold	18,000	–	–	0.2%	95
2015 Q3	$596K	Hold	18,000	–	–	0.17%	100
2015 Q2	$715K	Hold	18,000	–	–	0.18%	97
2015 Q1	$681K	Hold	18,000	–	–	0.18%	98
2014 Q4	$687K	Hold	18,000	–	–	0.18%	96
2014 Q3	$643K	Hold	18,000	–	–	0.18%	109
2014 Q2	$609K	Hold	18,000	–	–	0.16%	121
2014 Q1	$671K	Hold	18,000	–	–	0.16%	108
2013 Q4	$626K	Hold	18,000	–	–	0.18%	103
2013 Q3	$500K	Hold	18,000	–	–	0.17%	100
2013 Q2	$516K	Buy	+18,000	New	+$521K	0.19%	96

Other funds holding RJF

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Jacobus Wealth Management's RJF Position: Q3 2017 in Review

Jacobus Wealth Management held its Raymond James Financial (RJF) position steady in Q3 2017 at 18,000 shares worth $1.01M. The position accounts for 0.26% of the portfolio, ranked #69.

Jacobus Wealth Management first reported a position in RJF in Q2 2013 and has held it in 18 quarters since. 455 funds tracked by Wall St. Rank hold RJF as of Q3 2017.

Jacobus Wealth Management held 18,000 shares of Raymond James Financial worth $1.01M as of Q3 2017.
Jacobus Wealth Management left its Raymond James Financial share count unchanged in Q3 2017.
Raymond James Financial made up 0.26% of Jacobus Wealth Management's portfolio in Q3 2017, its #69 holding.
Jacobus Wealth Management first reported a position in Raymond James Financial in Q2 2013 and has held it in 18 quarters since.
455 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2017.

Based on Jacobus Wealth Management's 13F filing for Q3 2017, filed 31 Oct 2017.