NPF
RJD.CL

Norris Perne & French’s Raymond James Financial Inc RJD.CL Stock Holding History

Norris Perne & French’s Portfolio RJD.CL Stock Details RJD.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-11,000
Closed -$275K – 224
2013
Q4 		$275K Hold
11,000
– – 0.05% 158
2013
Q3 		$276K Buy
11,000
+1,000
+10% +$25.6K 0.06% 159
2013
Q2 		$264K Buy
+10,000
New +$272K 0.06% 160

Other funds holding RJD.CL

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
G
GlobalBridge Minneapolis, Minnesota $215M AUM 22.99% 1-Year Est. Return
CAM
Cypress Asset Management Houston, Texas $455M AUM 26.87% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Norris Perne & French's RJD.CL Position: Q1 2014 in Review

Norris Perne & French sold out of Raymond James Financial Inc (RJD.CL) in Q1 2014, closing a stake of 11,000 shares — an estimated $275K sold.

Norris Perne & French first reported a position in RJD.CL in Q2 2013 and held it in 3 quarters. The position peaked at $276K in Q3 2013. 6 funds tracked by Wall St. Rank hold RJD.CL as of Q1 2014.

  • Norris Perne & French reported no remaining Raymond James Financial Inc position as of Q1 2014 after selling out during the quarter.
  • Norris Perne & French sold 11,000 Raymond James Financial Inc shares in Q1 2014, an estimated $275K.
  • Norris Perne & French first reported a position in Raymond James Financial Inc in Q2 2013 and held it in 3 quarters.
  • Norris Perne & French's Raymond James Financial Inc position peaked at $276K in Q3 2013.
  • 6 funds tracked by Wall St. Rank held Raymond James Financial Inc as of Q1 2014.

Based on Norris Perne & French's 13F filing for Q1 2014, filed 14 Apr 2014.