MFW
RJF icon

Mosaic Family Wealth’s Raymond James Financial RJF Stock Holding History

Mosaic Family Wealth’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
Q2 		– Sell
-75
Closed -$4K – 514
2019
Q1 		$4K Buy
+75
New +$4.02K ﹤0.01% 595
2017
Q4 		– Sell
-150
Closed -$8K – 873
2017
Q3 		$8K Buy
+150
New +$8.09K ﹤0.01% 606

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mosaic Family Wealth's RJF Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Raymond James Financial (RJF) in Q2 2019, closing a stake of 75 shares — an estimated $4K sold.

Mosaic Family Wealth first reported a position in RJF in Q3 2017 and held it in 2 quarters. The position peaked at $8K in Q3 2017. 499 funds tracked by Wall St. Rank hold RJF as of Q2 2019.

  • Mosaic Family Wealth reported no remaining Raymond James Financial position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 75 Raymond James Financial shares in Q2 2019, an estimated $4K.
  • Mosaic Family Wealth first reported a position in Raymond James Financial in Q3 2017 and held it in 2 quarters.
  • Mosaic Family Wealth's Raymond James Financial position peaked at $8K in Q3 2017.
  • 499 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.