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Noesis Capital Mangement’s Raymond James Financial RJF Stock Holding History

Noesis Capital Mangement’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
-3,600
Closed -$214K – 99
2018
Q2 		$214K Sell
3,600
-137
-4% -$8.5K 0.08% 94
2018
Q1 		$223K Hold
3,737
– – 0.08% 91
2017
Q4 		$222K Hold
3,737
– – 0.08% 96
2017
Q3 		$210K Buy
+3,737
New +$202K 0.08% 97
2015
Q3 		– Sell
-21,624
Closed -$859K – 100
2015
Q2 		$859K Buy
21,624
+150
+0.7% +$5.83K 0.37% 54
2015
Q1 		$813K Sell
21,474
-810
-4% -$30.3K 0.34% 62
2014
Q4 		$851K Sell
22,284
-480
-2% -$17.6K 0.36% 60
2014
Q3 		$813K Sell
22,764
-7,605
-25% -$266K 0.35% 61
2014
Q2 		$1.03M Buy
30,369
+901
+3% +$30.1K 0.46% 55
2014
Q1 		$1.1M Sell
29,468
-982
-3% -$34.3K 0.54% 48
2013
Q4 		$1.06M Sell
30,450
-1,845
-6% -$57.2K 0.52% 54
2013
Q3 		$897K Sell
32,295
-1,695
-5% -$49K 0.47% 61
2013
Q2 		$974K Buy
+33,990
New +$983K 0.52% 60

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Noesis Capital Mangement's RJF Position: Q3 2018 in Review

Noesis Capital Mangement sold out of Raymond James Financial (RJF) in Q3 2018, closing a stake of 3,600 shares — an estimated $214K sold.

Noesis Capital Mangement first reported a position in RJF in Q2 2013 and held it in 13 quarters. The position peaked at $1.1M in Q1 2014. 492 funds tracked by Wall St. Rank hold RJF as of Q3 2018.

  • Noesis Capital Mangement reported no remaining Raymond James Financial position as of Q3 2018 after selling out during the quarter.
  • Noesis Capital Mangement sold 3,600 Raymond James Financial shares in Q3 2018, an estimated $214K.
  • Noesis Capital Mangement first reported a position in Raymond James Financial in Q2 2013 and held it in 13 quarters.
  • Noesis Capital Mangement's Raymond James Financial position peaked at $1.1M in Q1 2014.
  • 492 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2018.

Based on Noesis Capital Mangement's 13F filing for Q3 2018, filed 15 Nov 2018.