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Liberty Mutual Group Asset Management’s Raymond James Financial RJF Stock Holding History

Liberty Mutual Group Asset 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
Q4 		– Sell
-7,784
Closed -$478K – 623
2018
Q3 		$478K Hold
7,784
– – 0.01% 765
2018
Q2 		$464K Buy
7,784
+111
+1% +$6.89K 0.01% 792
2018
Q1 		$457K Hold
7,673
– – 0.01% 759
2017
Q4 		$457K Sell
7,673
-142
-2% -$8.18K 0.01% 817
2017
Q3 		$440K Sell
7,815
-4,962
-39% -$268K 0.02% 805
2017
Q2 		$683K Buy
12,777
+1,020
+9% +$51.3K 0.03% 789
2017
Q1 		$599K Sell
11,757
-74,157
-86% -$3.77M 0.02% 823
2016
Q4 		$3.97M Buy
85,914
+2,121
+3% +$93.7K 0.14% 123
2016
Q3 		$3.25M Buy
83,793
+423
+0.5% +$15.6K 0.12% 164
2016
Q2 		$2.74M Buy
83,370
+7,579
+10% +$259K 0.1% 192
2016
Q1 		$2.41M Sell
75,791
-48,112
-39% -$1.48M 0.1% 217
2015
Q4 		$4.79M Sell
123,903
-91,746
-43% -$3.42M 0.19% 95
2015
Q3 		$7.14M Buy
215,649
+1,320
+0.6% +$48.9K 0.27% 24
2015
Q2 		$8.51M Buy
214,329
+15,838
+8% +$616K 0.29% 18
2015
Q1 		$7.51M Buy
198,491
+3,989
+2% +$149K 0.23% 41
2014
Q4 		$7.43M Sell
194,502
-612
-0.3% -$22.5K 0.23% 40
2014
Q3 		$6.97M Buy
195,114
+1,705
+0.9% +$59.7K 0.23% 45
2014
Q2 		$6.54M Buy
193,409
+738
+0.4% +$24.6K 0.21% 53
2014
Q1 		$7.18M Buy
192,671
+18,773
+11% +$656K 0.23% 28
2013
Q4 		$6.05M Sell
173,898
-17,499
-9% -$542K 0.21% 48
2013
Q3 		$5.32M Sell
191,397
-12,410
-6% -$358K 0.2% 69
2013
Q2 		$5.84M Buy
+203,807
New +$5.89M 0.23% 80

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Liberty Mutual Group Asset Management's RJF Position: Q4 2018 in Review

Liberty Mutual Group Asset Management sold out of Raymond James Financial (RJF) in Q4 2018, closing a stake of 7,784 shares — an estimated $478K sold.

Liberty Mutual Group Asset Management first reported a position in RJF in Q2 2013 and held it in 22 quarters. The position peaked at $8.51M in Q2 2015. 464 funds tracked by Wall St. Rank hold RJF as of Q4 2018.

  • Liberty Mutual Group Asset Management reported no remaining Raymond James Financial position as of Q4 2018 after selling out during the quarter.
  • Liberty Mutual Group Asset Management sold 7,784 Raymond James Financial shares in Q4 2018, an estimated $478K.
  • Liberty Mutual Group Asset Management first reported a position in Raymond James Financial in Q2 2013 and held it in 22 quarters.
  • Liberty Mutual Group Asset Management's Raymond James Financial position peaked at $8.51M in Q2 2015.
  • 464 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2018.

Based on Liberty Mutual Group Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.