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One Wealth Advisors’s Raymond James Financial RJF Stock Holding History

One Wealth Advisors’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
Q2 		– Sell
-3,315
Closed -$198K – 585
2018
Q1 		$198K Sell
3,315
-36
-1% -$2.24K 0.17% 117
2017
Q4 		$199K Buy
+3,351
New +$193K 0.16% 111

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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

One Wealth Advisors's RJF Position: Q2 2018 in Review

One Wealth Advisors sold out of Raymond James Financial (RJF) in Q2 2018, closing a stake of 3,315 shares — an estimated $198K sold.

One Wealth Advisors first reported a position in RJF in Q4 2017 and held it in 2 quarters. The position peaked at $199K in Q4 2017. 521 funds tracked by Wall St. Rank hold RJF as of Q2 2018.

  • One Wealth Advisors reported no remaining Raymond James Financial position as of Q2 2018 after selling out during the quarter.
  • One Wealth Advisors sold 3,315 Raymond James Financial shares in Q2 2018, an estimated $198K.
  • One Wealth Advisors first reported a position in Raymond James Financial in Q4 2017 and held it in 2 quarters.
  • One Wealth Advisors's Raymond James Financial position peaked at $199K in Q4 2017.
  • 521 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2018.

Based on One Wealth Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.