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Lupo Securities’s Raymond James Financial RJF Stock Holding History

Lupo Securities’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
2015
Q1 		– Sell
-5
Closed -$1.03K – 639
2014
Q4 		$1.03K Buy
+5
New +$183 ﹤0.01% 515

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Lupo Securities's RJF Position: Q2 2015 in Review

Lupo Securities sold out of Raymond James Financial (RJF) in Q2 2015, closing a stake of 167 shares — an estimated $6K sold.

Lupo Securities first reported a position in RJF in Q1 2015 and held it in 1 quarter. The position peaked at $6K in Q1 2015. 348 funds tracked by Wall St. Rank hold RJF as of Q2 2015.

  • Lupo Securities reported no remaining Raymond James Financial position as of Q2 2015 after selling out during the quarter.
  • Lupo Securities sold 167 Raymond James Financial shares in Q2 2015, an estimated $6K.
  • Lupo Securities first reported a position in Raymond James Financial in Q1 2015 and held it in 1 quarter.
  • Lupo Securities's Raymond James Financial position peaked at $6K in Q1 2015.
  • 348 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2015.

Based on Lupo Securities's 13F filing for Q2 2015, filed 14 Aug 2015.