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MOTCO’s Raymond James Financial RJF Stock Holding History

MOTCO’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
Q3 		– Sell
-549
Closed -$31K – 700
2019
Q2 		$31K Buy
+549
New +$31.3K ﹤0.01% 427
2018
Q4 		– Sell
-144
Closed -$9K – 592
2018
Q3 		$9K Hold
144
– – ﹤0.01% 487
2018
Q2 		$9K Hold
144
– – ﹤0.01% 453
2018
Q1 		$9K Hold
144
– – ﹤0.01% 469
2017
Q4 		$9K Hold
144
– – ﹤0.01% 476
2017
Q3 		$8K Hold
144
– – ﹤0.01% 490
2017
Q2 		$8K Hold
144
– – ﹤0.01% 504
2017
Q1 		$7K Buy
+144
New +$7.33K ﹤0.01% 522

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
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
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MOTCO's RJF Position: Q3 2019 in Review

MOTCO sold out of Raymond James Financial (RJF) in Q3 2019, closing a stake of 549 shares — an estimated $31K sold.

MOTCO first reported a position in RJF in Q1 2017 and held it in 8 quarters. The position peaked at $31K in Q2 2019. 473 funds tracked by Wall St. Rank hold RJF as of Q3 2019.

  • MOTCO reported no remaining Raymond James Financial position as of Q3 2019 after selling out during the quarter.
  • MOTCO sold 549 Raymond James Financial shares in Q3 2019, an estimated $31K.
  • MOTCO first reported a position in Raymond James Financial in Q1 2017 and held it in 8 quarters.
  • MOTCO's Raymond James Financial position peaked at $31K in Q2 2019.
  • 473 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2019.

Based on MOTCO's 13F filing for Q3 2019, filed 5 Nov 2019.