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Patriot Wealth Management’s Raymond James Financial RJF Stock Holding History

Patriot Wealth Management’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
2017
Q2 		– Sell
-114,698
Closed -$5.83M – 80
2017
Q1 		$5.83M Buy
114,698
+3,827
+3% +$195K 0.93% 42
2016
Q4 		$5.12M Sell
110,871
-1,266
-1% -$56K 0.97% 43
2016
Q3 		$4.35M Sell
112,137
-3,326
-3% -$123K 0.84% 49
2016
Q2 		$3.79M Buy
115,463
+2,205
+2% +$75.4K 0.75% 53
2016
Q1 		$3.6M Buy
113,258
+1,532
+1% +$47K 0.73% 52
2015
Q4 		$4.32M Buy
111,726
+178
+0.2% +$6.63K 0.89% 42
2015
Q3 		$3.69M Buy
111,548
+3,068
+3% +$114K 0.85% 49
2015
Q2 		$4.31M Buy
108,480
+1,173
+1% +$45.6K 0.96% 45
2015
Q1 		$4.06M Buy
107,307
+3,916
+4% +$146K 0.9% 47
2014
Q4 		$3.95M Buy
103,391
+1,791
+2% +$65.7K 0.92% 46
2014
Q3 		$3.63M Buy
101,600
+2,502
+3% +$87.6K 0.9% 49
2014
Q2 		$3.35M Buy
99,098
+438
+0.4% +$14.6K 0.85% 49
2014
Q1 		$3.68M Buy
98,660
+1,760
+2% +$61.5K 0.98% 41
2013
Q4 		$3.37M Sell
96,900
-522
-0.5% -$16.2K 0.93% 44
2013
Q3 		$2.71M Buy
+97,422
New +$2.81M 0.8% 48
2013
Q2 		– Hold
0
– – – 44

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 $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Patriot Wealth Management's RJF Position: Q2 2017 in Review

Patriot Wealth Management sold out of Raymond James Financial (RJF) in Q2 2017, closing a stake of 114,698 shares — an estimated $5.83M sold.

Patriot Wealth Management first reported a position in RJF in Q3 2013 and held it in 15 quarters. The position peaked at $5.83M in Q1 2017. 433 funds tracked by Wall St. Rank hold RJF as of Q2 2017.

  • Patriot Wealth Management reported no remaining Raymond James Financial position as of Q2 2017 after selling out during the quarter.
  • Patriot Wealth Management sold 114,698 Raymond James Financial shares in Q2 2017, an estimated $5.83M.
  • Patriot Wealth Management first reported a position in Raymond James Financial in Q3 2013 and held it in 15 quarters.
  • Patriot Wealth Management's Raymond James Financial position peaked at $5.83M in Q1 2017.
  • 433 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2017.

Based on Patriot Wealth Management's 13F filing for Q2 2017, filed 20 Jul 2017.