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MBM Wealth Consultants’s Raymond James Financial RJF Stock Holding History

MBM Wealth Consultants’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
2019
Q4 		– Sell
-15,276
Closed -$840K – 218
2019
Q3 		$840K Sell
15,276
-126
-0.8% -$6.84K 0.66% 34
2019
Q2 		$868K Sell
15,402
-705
-4% -$40.2K 0.72% 32
2019
Q1 		$863K Sell
16,107
-360
-2% -$19.3K 0.76% 32
2018
Q4 		$817K Buy
+16,467
New +$877K 0.8% 32

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

MBM Wealth Consultants's RJF Position: Q4 2019 in Review

MBM Wealth Consultants sold out of Raymond James Financial (RJF) in Q4 2019, closing a stake of 15,276 shares — an estimated $840K sold.

MBM Wealth Consultants first reported a position in RJF in Q4 2018 and held it in 4 quarters. The position peaked at $868K in Q2 2019. 485 funds tracked by Wall St. Rank hold RJF as of Q4 2019.

  • MBM Wealth Consultants reported no remaining Raymond James Financial position as of Q4 2019 after selling out during the quarter.
  • MBM Wealth Consultants sold 15,276 Raymond James Financial shares in Q4 2019, an estimated $840K.
  • MBM Wealth Consultants first reported a position in Raymond James Financial in Q4 2018 and held it in 4 quarters.
  • MBM Wealth Consultants's Raymond James Financial position peaked at $868K in Q2 2019.
  • 485 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2019.

Based on MBM Wealth Consultants's 13F filing for Q4 2019, filed 11 Feb 2020.