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Monroe Bank & Trust’s Raymond James Financial RJF Stock Holding History

Monroe Bank & Trust’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
Q3 		– Sell
-230
Closed -$14K – 207
2018
Q2 		$14K Hold
230
– – ﹤0.01% 208
2018
Q1 		$14K Buy
+230
New +$14.3K ﹤0.01% 221

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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Monroe Bank & Trust's RJF Position: Q3 2018 in Review

Monroe Bank & Trust sold out of Raymond James Financial (RJF) in Q3 2018, closing a stake of 230 shares — an estimated $14K sold.

Monroe Bank & Trust first reported a position in RJF in Q1 2018 and held it in 2 quarters. The position peaked at $14K in Q2 2018. 492 funds tracked by Wall St. Rank hold RJF as of Q3 2018.

  • Monroe Bank & Trust reported no remaining Raymond James Financial position as of Q3 2018 after selling out during the quarter.
  • Monroe Bank & Trust sold 230 Raymond James Financial shares in Q3 2018, an estimated $14K.
  • Monroe Bank & Trust first reported a position in Raymond James Financial in Q1 2018 and held it in 2 quarters.
  • Monroe Bank & Trust's Raymond James Financial position peaked at $14K in Q2 2018.
  • 492 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2018.

Based on Monroe Bank & Trust's 13F filing for Q3 2018, filed 14 Nov 2018.