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Proficio Capital Partners’s Raymond James Financial RJF Stock Holding History

Proficio Capital 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
2019
Q3 		– Sell
-570
Closed -$32K – 1221
2019
Q2 		$32K Sell
570
-30
-5% -$1.71K 0.01% 519
2019
Q1 		$32K Buy
600
+33
+6% +$1.77K 0.01% 485
2018
Q4 		$28K Sell
567
-50
-8% -$2.66K 0.01% 453
2018
Q3 		$38K Sell
617
-37
-6% -$2.28K 0.01% 416
2018
Q2 		$39K Hold
654
– – 0.02% 420
2018
Q1 		$39K Buy
654
+9
+1% +$560 0.01% 415
2017
Q4 		$38K Hold
645
– – 0.01% 411
2017
Q3 		$36K Hold
645
– – 0.01% 450
2017
Q2 		$36K Buy
645
+6
+0.9% +$302 0.02% 459
2017
Q1 		$31K Buy
639
+19
+3% +$967 0.01% 502
2016
Q4 		$29K Sell
620
-45
-7% -$1.99K 0.01% 366
2016
Q3 		$26K Hold
665
– – 0.02% 389
2016
Q2 		$24K Buy
665
+551
+483% +$18.8K 0.02% 402
2016
Q1 		$4K Sell
114
-33
-22% -$1.01K ﹤0.01% 590
2015
Q4 		$6K Buy
+147
New +$5.48K 0.01% 391

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Proficio Capital Partners's RJF Position: Q3 2019 in Review

Proficio Capital Partners sold out of Raymond James Financial (RJF) in Q3 2019, closing a stake of 570 shares — an estimated $32K sold.

Proficio Capital Partners first reported a position in RJF in Q4 2015 and held it in 15 quarters. The position peaked at $39K in Q2 2018. 473 funds tracked by Wall St. Rank hold RJF as of Q3 2019.

  • Proficio Capital Partners reported no remaining Raymond James Financial position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 570 Raymond James Financial shares in Q3 2019, an estimated $32K.
  • Proficio Capital Partners first reported a position in Raymond James Financial in Q4 2015 and held it in 15 quarters.
  • Proficio Capital Partners's Raymond James Financial position peaked at $39K in Q2 2018.
  • 473 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.