Mark Sheptoff Financial Planning’s Raymond James Financial RJF Stock Holding History

Mark Sheptoff Financial Planning’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
2020 Q1	–	Sell	-252	Closed	-$15K	–	374
2019 Q4	$15K	Hold	252	–	–	0.01%	246
2019 Q3	$14K	Hold	252	–	–	0.01%	246
2019 Q2	$14K	Hold	252	–	–	0.01%	243
2019 Q1	$14K	Hold	252	–	–	0.01%	243
2018 Q4	$13K	Hold	252	–	–	0.01%	223
2018 Q3	$15K	Hold	252	–	–	0.01%	261
2018 Q2	$15K	Hold	252	–	–	0.01%	246
2018 Q1	$15K	Sell	252 -225	-47%	-$14K	0.01%	254
2017 Q4	$28K	Hold	477	–	–	0.02%	215
2017 Q3	$27K	Hold	477	–	–	0.02%	216
2017 Q2	$26K	Sell	477 -2	-0.4%	-$101	0.02%	212
2017 Q1	$24K	Buy	479 +2	+0.4%	+$102	0.02%	219
2016 Q4	$22K	Hold	477	–	–	0.02%	215
2016 Q3	$19K	Sell	477 -450	-49%	-$16.6K	0.01%	218
2016 Q2	$30K	Hold	927	–	–	0.02%	184
2016 Q1	$29K	Hold	927	–	–	0.02%	183
2015 Q4	$36K	Hold	927	–	–	0.03%	185
2015 Q3	$31K	Hold	927	–	–	0.03%	189
2015 Q2	$37K	Hold	927	–	–	0.03%	185
2015 Q1	$35K	Hold	927	–	–	0.03%	187
2014 Q4	$35K	Hold	927	–	–	0.03%	191
2014 Q3	$33K	Hold	927	–	–	0.03%	194
2014 Q2	$31K	Hold	927	–	–	0.03%	200
2014 Q1	$35K	Buy	+927	New	+$32.4K	0.03%	206

Other funds holding RJF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

Mark Sheptoff Financial Planning's RJF Position: Q1 2020 in Review

Mark Sheptoff Financial Planning sold out of Raymond James Financial (RJF) in Q1 2020, closing a stake of 252 shares — an estimated $15K sold.

Mark Sheptoff Financial Planning first reported a position in RJF in Q1 2014 and held it in 24 quarters. The position peaked at $37K in Q2 2015. 463 funds tracked by Wall St. Rank hold RJF as of Q1 2020.

Mark Sheptoff Financial Planning reported no remaining Raymond James Financial position as of Q1 2020 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 252 Raymond James Financial shares in Q1 2020, an estimated $15K.
Mark Sheptoff Financial Planning first reported a position in Raymond James Financial in Q1 2014 and held it in 24 quarters.
Mark Sheptoff Financial Planning's Raymond James Financial position peaked at $37K in Q2 2015.
463 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2020.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2020, filed 7 May 2020.