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Partnervest Advisory Services’s Raymond James Financial RJF Stock Holding History

Partnervest Advisory Services’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
2014
Q1 		– Sell
-77
Closed -$3K – 1058
2013
Q4 		$3K Sell
77
-201
-72% -$6.23K ﹤0.01% 889
2013
Q3 		$8K Sell
278
-66
-19% -$1.91K ﹤0.01% 695
2013
Q2 		$10K Buy
+344
New +$9.95K ﹤0.01% 606

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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Partnervest Advisory Services's RJF Position: Q1 2014 in Review

Partnervest Advisory Services sold out of Raymond James Financial (RJF) in Q1 2014, closing a stake of 77 shares — an estimated $3K sold.

Partnervest Advisory Services first reported a position in RJF in Q2 2013 and held it in 3 quarters. The position peaked at $10K in Q2 2013. 328 funds tracked by Wall St. Rank hold RJF as of Q1 2014.

  • Partnervest Advisory Services reported no remaining Raymond James Financial position as of Q1 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 77 Raymond James Financial shares in Q1 2014, an estimated $3K.
  • Partnervest Advisory Services first reported a position in Raymond James Financial in Q2 2013 and held it in 3 quarters.
  • Partnervest Advisory Services's Raymond James Financial position peaked at $10K in Q2 2013.
  • 328 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2014.

Based on Partnervest Advisory Services's 13F filing for Q1 2014, filed 12 May 2014.