Old Mutual Customised Solutions’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $625K | Sell |
10,500
-1,050
| -9% | -$62.5K | 0.06% | 348 |
|
|
2018
Q1 | $688K | Hold |
11,550
| – | – | 0.07% | 321 |
|
|
2017
Q4 | $688K | Buy |
11,550
+3,900
| +51% | +$232K | 0.07% | 327 |
|
|
2017
Q3 | $430K | Hold |
7,650
| – | – | 0.06% | 371 |
|
|
2017
Q2 | $409K | Buy |
7,650
+1,650
| +28% | +$88.2K | 0.06% | 356 |
|
|
2017
Q1 | $305K | Sell |
6,000
-1,950
| -25% | -$99.1K | 0.05% | 431 |
|
|
2016
Q4 | $367K | Buy |
7,950
+1,650
| +26% | +$76.2K | 0.07% | 340 |
|
|
2016
Q3 | $244K | Hold |
6,300
| – | – | 0.07% | 330 |
|
|
2016
Q2 | $207K | Hold |
6,300
| – | – | 0.05% | 416 |
|
|
2016
Q1 | $200K | Hold |
6,300
| – | – | 0.05% | 423 |
|
|
2015
Q4 | $243K | Hold |
6,300
| – | – | 0.06% | 357 |
|
|
2015
Q3 | $208K | Hold |
6,300
| – | – | 0.06% | 396 |
|
|
2015
Q2 | $250K | Hold |
6,300
| – | – | 0.06% | 390 |
|
|
2015
Q1 | $238K | Buy |
6,300
+2,100
| +50% | +$79.3K | 0.06% | 408 |
|
|
2014
Q4 | $160K | Buy |
4,200
+900
| +27% | +$34.3K | 0.05% | 470 |
|
|
2014
Q3 | $118K | Hold |
3,300
| – | – | 0.03% | 531 |
|
|
2014
Q2 | $112K | Hold |
3,300
| – | – | 0.03% | 581 |
|
|
2014
Q1 | $123K | Hold |
3,300
| – | – | 0.03% | 553 |
|
|
2013
Q4 | $115K | Hold |
3,300
| – | – | 0.03% | 553 |
|
|
2013
Q3 | $92K | Hold |
3,300
| – | – | 0.03% | 613 |
|
|
2013
Q2 | $95K | Buy |
+3,300
| New | +$95K | 0.03% | 623 |
|