MIFH
RJF icon

Migdal Insurance & Financial Holdings’s Raymond James Financial RJF Stock Holding History

Migdal Insurance & Financial Holdings’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
2018
Q4 		– Sell
-2,108
Closed -$129K – 797
2018
Q3 		$129K Buy
2,108
+977
+86% +$60.2K ﹤0.01% 569
2018
Q2 		$67K Buy
1,131
+1,117
+7,979% +$69.3K ﹤0.01% 570
2018
Q1 		$1K Buy
+14
New +$871 ﹤0.01% 675

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Migdal Insurance & Financial Holdings's RJF Position: Q4 2018 in Review

Migdal Insurance & Financial Holdings sold out of Raymond James Financial (RJF) in Q4 2018, closing a stake of 2,108 shares — an estimated $129K sold.

Migdal Insurance & Financial Holdings first reported a position in RJF in Q1 2018 and held it in 3 quarters. The position peaked at $129K in Q3 2018. 464 funds tracked by Wall St. Rank hold RJF as of Q4 2018.

  • Migdal Insurance & Financial Holdings reported no remaining Raymond James Financial position as of Q4 2018 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 2,108 Raymond James Financial shares in Q4 2018, an estimated $129K.
  • Migdal Insurance & Financial Holdings first reported a position in Raymond James Financial in Q1 2018 and held it in 3 quarters.
  • Migdal Insurance & Financial Holdings's Raymond James Financial position peaked at $129K in Q3 2018.
  • 464 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2018.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2018, filed 13 Feb 2019.