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Placemark Investments’s Raymond James Financial RJF Stock Holding History

Placemark Investments’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
Q4 		$2.12M Buy
55,566
+3,831
+7% +$141K 0.04% 551
2014
Q3 		$1.84M Sell
51,735
-2,480
-5% -$86.8K 0.03% 578
2014
Q2 		$1.84M Sell
54,215
-3,945
-7% -$132K 0.03% 600
2014
Q1 		$2.17M Buy
58,160
+21,875
+60% +$765K 0.04% 501
2013
Q4 		$1.26M Buy
36,285
+501
+1% +$15.5K 0.02% 756
2013
Q3 		$994K Sell
35,784
-7,275
-17% -$210K 0.02% 804
2013
Q2 		$1.24M Buy
+43,059
New +$1.25M 0.03% 665

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

Placemark Investments's RJF Position: Q4 2014 in Review

Placemark Investments increased its Raymond James Financial (RJF) stake by 7.4% in Q4 2014, buying an estimated $141K and bringing the position to 55,566 shares worth $2.12M. The position accounts for 0.04% of the portfolio, ranked #551.

Placemark Investments first reported a position in RJF in Q2 2013 and has held it in 7 quarters since. The position peaked at $2.17M in Q1 2014. 353 funds tracked by Wall St. Rank hold RJF as of Q4 2014.

  • Placemark Investments held 55,566 shares of Raymond James Financial worth $2.12M as of Q4 2014.
  • Placemark Investments bought 3,831 Raymond James Financial shares in Q4 2014, an estimated $141K.
  • Raymond James Financial made up 0.04% of Placemark Investments's portfolio in Q4 2014, its #551 holding.
  • Placemark Investments first reported a position in Raymond James Financial in Q2 2013 and has held it in 7 quarters since.
  • Placemark Investments's Raymond James Financial position peaked at $2.17M in Q1 2014.
  • 353 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.