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R&F Capital Advisors’s Raymond James Financial RJF Stock Holding History

R&F Capital Advisors’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
Q1 		$280K Sell
5,508
-1,460
-21% -$74.3K 0.07% 430
2016
Q4 		$322K Buy
+6,968
New +$308K 0.11% 284

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
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

R&F Capital Advisors's RJF Position: Q1 2017 in Review

R&F Capital Advisors reduced its Raymond James Financial (RJF) stake by 21% in Q1 2017, selling an estimated $74.3K and leaving 5,508 shares worth $280K. The position accounts for 0.07% of the portfolio, ranked #430.

R&F Capital Advisors first reported a position in RJF in Q4 2016 and has held it in 2 quarters since. The position peaked at $322K in Q4 2016. 415 funds tracked by Wall St. Rank hold RJF as of Q1 2017.

  • R&F Capital Advisors held 5,508 shares of Raymond James Financial worth $280K as of Q1 2017.
  • R&F Capital Advisors sold 1,460 Raymond James Financial shares in Q1 2017, an estimated $74.3K.
  • Raymond James Financial made up 0.07% of R&F Capital Advisors's portfolio in Q1 2017, its #430 holding.
  • R&F Capital Advisors first reported a position in Raymond James Financial in Q4 2016 and has held it in 2 quarters since.
  • R&F Capital Advisors's Raymond James Financial position peaked at $322K in Q4 2016.
  • 415 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.