MPWT
RJD.CL

MassMutual Private Wealth & Trust’s Raymond James Financial Inc RJD.CL Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio RJD.CL Stock Details RJD.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		$264K Buy
+10,000
New +$264K 0.03% 277

Other funds holding RJD.CL

KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.53B AUM 18.11% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
CAM
Cypress Asset Management Houston, Texas $455M AUM 26.87% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

MassMutual Private Wealth & Trust's RJD.CL Position: Q2 2016 in Review

MassMutual Private Wealth & Trust opened a new position in Raymond James Financial Inc (RJD.CL) in Q2 2016: 10,000 shares worth $264K. The stake represents 0.03% of the portfolio and ranks #277 among its holdings.

9 funds tracked by Wall St. Rank hold RJD.CL as of Q2 2016.

  • MassMutual Private Wealth & Trust held 10,000 shares of Raymond James Financial Inc worth $264K as of Q2 2016.
  • Raymond James Financial Inc was a new MassMutual Private Wealth & Trust position in Q2 2016.
  • Raymond James Financial Inc made up 0.03% of MassMutual Private Wealth & Trust's portfolio in Q2 2016, its #277 holding.
  • 9 funds tracked by Wall St. Rank held Raymond James Financial Inc as of Q2 2016.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2016, filed 10 Aug 2016.