Kalos Management’s Raymond James Financial RJF Stock Holding History

Kalos 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
2018 Q3	–	Sell	-4,425	Closed	-$263K	–	201
2018 Q2	$263K	Buy	+4,425	New	+$275K	0.12%	160

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kalos Management's RJF Position: Q3 2018 in Review

Kalos Management sold out of Raymond James Financial (RJF) in Q3 2018, closing a stake of 4,425 shares — an estimated $263K sold.

Kalos Management first reported a position in RJF in Q2 2018 and held it in 1 quarter. The position peaked at $263K in Q2 2018. 492 funds tracked by Wall St. Rank hold RJF as of Q3 2018.

Kalos Management reported no remaining Raymond James Financial position as of Q3 2018 after selling out during the quarter.
Kalos Management sold 4,425 Raymond James Financial shares in Q3 2018, an estimated $263K.
Kalos Management first reported a position in Raymond James Financial in Q2 2018 and held it in 1 quarter.
Kalos Management's Raymond James Financial position peaked at $263K in Q2 2018.
492 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2018.

Based on Kalos Management's 13F filing for Q3 2018, filed 14 Nov 2018.