KFP
RJF icon

KMG Fiduciary Partners’s Raymond James Financial RJF Stock Holding History

KMG Fiduciary Partners’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
2020
Q2 		– Sell
-22,925
Closed -$966K – 140
2020
Q1 		$966K Buy
+22,925
New +$1.29M 0.31% 68

Other funds holding RJF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

KMG Fiduciary Partners's RJF Position: Q2 2020 in Review

KMG Fiduciary Partners sold out of Raymond James Financial (RJF) in Q2 2020, closing a stake of 22,925 shares — an estimated $966K sold.

KMG Fiduciary Partners first reported a position in RJF in Q1 2020 and held it in 1 quarter. The position peaked at $966K in Q1 2020. 485 funds tracked by Wall St. Rank hold RJF as of Q2 2020.

  • KMG Fiduciary Partners reported no remaining Raymond James Financial position as of Q2 2020 after selling out during the quarter.
  • KMG Fiduciary Partners sold 22,925 Raymond James Financial shares in Q2 2020, an estimated $966K.
  • KMG Fiduciary Partners first reported a position in Raymond James Financial in Q1 2020 and held it in 1 quarter.
  • KMG Fiduciary Partners's Raymond James Financial position peaked at $966K in Q1 2020.
  • 485 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2020.

Based on KMG Fiduciary Partners's 13F filing for Q2 2020, filed 22 Jul 2020.