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Pegasus Partners’s Raymond James Financial RJF Stock Holding History

Pegasus Partners’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
Q3 		– Sell
-32,343
Closed -$1.93M – 147
2018
Q2 		$1.93M Buy
32,343
+3,406
+12% +$211K 0.44% 80
2018
Q1 		$1.73M Buy
28,937
+5,577
+24% +$347K 0.38% 76
2017
Q4 		$1.39M Buy
+23,360
New +$1.35M 0.29% 95

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pegasus Partners's RJF Position: Q3 2018 in Review

Pegasus Partners sold out of Raymond James Financial (RJF) in Q3 2018, closing a stake of 32,343 shares — an estimated $1.93M sold.

Pegasus Partners first reported a position in RJF in Q4 2017 and held it in 3 quarters. The position peaked at $1.93M in Q2 2018. 492 funds tracked by Wall St. Rank hold RJF as of Q3 2018.

  • Pegasus Partners reported no remaining Raymond James Financial position as of Q3 2018 after selling out during the quarter.
  • Pegasus Partners sold 32,343 Raymond James Financial shares in Q3 2018, an estimated $1.93M.
  • Pegasus Partners first reported a position in Raymond James Financial in Q4 2017 and held it in 3 quarters.
  • Pegasus Partners's Raymond James Financial position peaked at $1.93M in Q2 2018.
  • 492 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2018.

Based on Pegasus Partners's 13F filing for Q3 2018, filed 7 Nov 2018.