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MU Investments Company’s Raymond James Financial RJF Stock Holding History

MU Investments Company’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
2014
Q3 		– Sell
-11,130
Closed -$375K – 330
2014
Q2 		$375K Sell
11,130
-900
-7% -$30K 0.17% 126
2014
Q1 		$437K Sell
12,030
-2,250
-16% -$78.6K 0.2% 98
2013
Q4 		$495K Sell
14,280
-570
-4% -$17.7K 0.21% 108
2013
Q3 		$415K Sell
14,850
-6,300
-30% -$182K 0.2% 137
2013
Q2 		$609K Buy
+21,150
New +$612K 0.26% 111

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

MU Investments Company's RJF Position: Q3 2014 in Review

MU Investments Company sold out of Raymond James Financial (RJF) in Q3 2014, closing a stake of 11,130 shares — an estimated $375K sold.

MU Investments Company first reported a position in RJF in Q2 2013 and held it in 5 quarters. The position peaked at $609K in Q2 2013. 346 funds tracked by Wall St. Rank hold RJF as of Q3 2014.

  • MU Investments Company reported no remaining Raymond James Financial position as of Q3 2014 after selling out during the quarter.
  • MU Investments Company sold 11,130 Raymond James Financial shares in Q3 2014, an estimated $375K.
  • MU Investments Company first reported a position in Raymond James Financial in Q2 2013 and held it in 5 quarters.
  • MU Investments Company's Raymond James Financial position peaked at $609K in Q2 2013.
  • 346 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2014.

Based on MU Investments Company's 13F filing for Q3 2014, filed 16 Oct 2014.