New York Life Trust’s Raymond James Financial RJF Stock Holding History

New York Life 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
2017 Q1	$7K	Sell	141 -1,836	-93%	-$93.4K	0.34%	100
2016 Q4	$91K	Buy	1,977 +811	+70%	+$35.8K	0.43%	94
2016 Q3	$45K	Buy	+1,166	New	+$43K	0.22%	138
2015 Q1	–	Sell	-65	Closed	-$2K	–	233
2014 Q4	$2K	Hold	65	–	–	0.01%	196
2014 Q3	$2K	Buy	+65	New	+$2.27K	0.01%	195
2014 Q2	–	Sell	-56	Closed	-$2K	–	220
2014 Q1	$2K	Buy	56 +29	+107%	+$1.01K	0.01%	193
2013 Q4	$1K	Sell	27 -56	-67%	-$1.74K	﹤0.01%	189
2013 Q3	$2K	Buy	+83	New	+$2.4K	0.01%	187

Other funds holding RJF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

New York Life Trust's RJF Position: Q1 2017 in Review

New York Life Trust reduced its Raymond James Financial (RJF) stake by 93% in Q1 2017, selling an estimated $93.4K and leaving 141 shares worth $7K. The position accounts for 0.34% of the portfolio, ranked #100.

New York Life Trust first reported a position in RJF in Q3 2013 and has held it in 8 quarters since. The position peaked at $91K in Q4 2016. 415 funds tracked by Wall St. Rank hold RJF as of Q1 2017.

New York Life Trust held 141 shares of Raymond James Financial worth $7K as of Q1 2017.
New York Life Trust sold 1,836 Raymond James Financial shares in Q1 2017, an estimated $93.4K.
Raymond James Financial made up 0.34% of New York Life Trust's portfolio in Q1 2017, its #100 holding.
New York Life Trust first reported a position in Raymond James Financial in Q3 2013 and has held it in 8 quarters since.
New York Life Trust's Raymond James Financial position peaked at $91K in Q4 2016.
415 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2017.

Based on New York Life Trust's 13F filing for Q1 2017, filed 12 May 2017.