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JOYN Advisors’s Raymond James Financial RJF Stock Holding History

JOYN 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
2019
Q1 		– Sell
-6,311
Closed -$313K – 1112
2018
Q4 		$313K Sell
6,311
-1,207
-16% -$64.3K 0.07% 73
2018
Q3 		$461K Sell
7,518
-53
-0.7% -$3.27K 0.09% 57
2018
Q2 		$451K Buy
7,571
+7,476
+7,869% +$464K 0.1% 60
2018
Q1 		$6K Sell
95
-7,404
-99% -$461K ﹤0.01% 833
2017
Q4 		$446K Buy
+7,499
New +$432K 0.09% 91

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JOYN Advisors's RJF Position: Q1 2019 in Review

JOYN Advisors sold out of Raymond James Financial (RJF) in Q1 2019, closing a stake of 6,311 shares — an estimated $313K sold.

JOYN Advisors first reported a position in RJF in Q4 2017 and held it in 5 quarters. The position peaked at $461K in Q3 2018. 499 funds tracked by Wall St. Rank hold RJF as of Q1 2019.

  • JOYN Advisors reported no remaining Raymond James Financial position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 6,311 Raymond James Financial shares in Q1 2019, an estimated $313K.
  • JOYN Advisors first reported a position in Raymond James Financial in Q4 2017 and held it in 5 quarters.
  • JOYN Advisors's Raymond James Financial position peaked at $461K in Q3 2018.
  • 499 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.