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Lucus Advisors’s Raymond James Financial RJF Stock Holding History

Lucus Advisors’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
2016
Q2 		– Sell
-16,410
Closed -$521K – 293
2016
Q1 		$521K Buy
+16,410
New +$504K 0.31% 138
2015
Q2 		– Sell
-8,351
Closed -$316K – 379
2015
Q1 		$316K Buy
+8,351
New +$312K 0.16% 266

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 $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lucus Advisors's RJF Position: Q2 2016 in Review

Lucus Advisors sold out of Raymond James Financial (RJF) in Q2 2016, closing a stake of 16,410 shares — an estimated $521K sold.

Lucus Advisors first reported a position in RJF in Q1 2015 and held it in 2 quarters. The position peaked at $521K in Q1 2016. 344 funds tracked by Wall St. Rank hold RJF as of Q2 2016.

  • Lucus Advisors reported no remaining Raymond James Financial position as of Q2 2016 after selling out during the quarter.
  • Lucus Advisors sold 16,410 Raymond James Financial shares in Q2 2016, an estimated $521K.
  • Lucus Advisors first reported a position in Raymond James Financial in Q1 2015 and held it in 2 quarters.
  • Lucus Advisors's Raymond James Financial position peaked at $521K in Q1 2016.
  • 344 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2016.

Based on Lucus Advisors's 13F filing for Q2 2016, filed 27 Jul 2016.