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LMCG Investments’s Raymond James Financial RJF Stock Holding History

LMCG Investments’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
2014
Q1 		– Sell
-12,234
Closed -$426K – 485
2013
Q4 		$426K Buy
12,234
+4,864
+66% +$151K 0.01% 424
2013
Q3 		$205K Buy
+7,370
New +$213K 0.01% 450

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

LMCG Investments's RJF Position: Q1 2014 in Review

LMCG Investments sold out of Raymond James Financial (RJF) in Q1 2014, closing a stake of 12,234 shares — an estimated $426K sold.

LMCG Investments first reported a position in RJF in Q3 2013 and held it in 2 quarters. The position peaked at $426K in Q4 2013. 328 funds tracked by Wall St. Rank hold RJF as of Q1 2014.

  • LMCG Investments reported no remaining Raymond James Financial position as of Q1 2014 after selling out during the quarter.
  • LMCG Investments sold 12,234 Raymond James Financial shares in Q1 2014, an estimated $426K.
  • LMCG Investments first reported a position in Raymond James Financial in Q3 2013 and held it in 2 quarters.
  • LMCG Investments's Raymond James Financial position peaked at $426K in Q4 2013.
  • 328 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2014.

Based on LMCG Investments's 13F filing for Q1 2014, filed 12 May 2014.