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Lee Capital Management’s Raymond James Financial RJF Stock Holding History

Lee Capital 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
Q1 		$3.08M Buy
+51,750
New +$3.22M 2.33% 9

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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EARNEST Partners
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lee Capital Management's RJF Position: Q1 2018 in Review

Lee Capital Management opened a new position in Raymond James Financial (RJF) in Q1 2018: 51,750 shares worth $3.08M. The stake represents 2.33% of the portfolio and ranks #9 among its holdings.

518 funds tracked by Wall St. Rank hold RJF as of Q1 2018.

  • Lee Capital Management held 51,750 shares of Raymond James Financial worth $3.08M as of Q1 2018.
  • Raymond James Financial was a new Lee Capital Management position in Q1 2018.
  • Raymond James Financial made up 2.33% of Lee Capital Management's portfolio in Q1 2018, its #9 holding.
  • 518 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2018.

Based on Lee Capital Management's 13F filing for Q1 2018, filed 11 May 2018.