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Kaizen Advisory’s Raymond James Financial RJF Stock Holding History

Kaizen Advisory’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
2018
Q4 		$24K Buy
479
+23
+5% +$1.23K 0.02% 483
2018
Q3 		$28K Hold
456
– – 0.01% 465
2018
Q2 		$27K Buy
456
+271
+146% +$16.8K 0.01% 488
2018
Q1 		$11K Hold
185
– – 0.01% 467
2017
Q4 		$11K Buy
+185
New +$10.7K 0.01% 469

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kaizen Advisory's RJF Position: Q4 2018 in Review

Kaizen Advisory increased its Raymond James Financial (RJF) stake by 5% in Q4 2018, buying an estimated $1.23K and bringing the position to 479 shares worth $24K. The position accounts for 0.02% of the portfolio, ranked #483.

Kaizen Advisory first reported a position in RJF in Q4 2017 and has held it in 5 quarters since. The position peaked at $28K in Q3 2018. 463 funds tracked by Wall St. Rank hold RJF as of Q4 2018.

  • Kaizen Advisory held 479 shares of Raymond James Financial worth $24K as of Q4 2018.
  • Kaizen Advisory bought 23 Raymond James Financial shares in Q4 2018, an estimated $1.23K.
  • Raymond James Financial made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #483 holding.
  • Kaizen Advisory first reported a position in Raymond James Financial in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Raymond James Financial position peaked at $28K in Q3 2018.
  • 463 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.