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Rampart Investment Management’s Raymond James Financial RJF Stock Holding History

Rampart Investment 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
2020
Q3 		– Sell
-1,407
Closed -$65K – 501
2020
Q2 		$65K Buy
1,407
+66
+5% +$2.97K 0.01% 491
2020
Q1 		$57K Sell
1,341
-887
-40% -$50K 0.03% 426
2019
Q4 		$133K Buy
2,228
+57
+3% +$3.29K 0.02% 498
2019
Q3 		$119K Sell
2,171
-268
-11% -$14.6K 0.01% 493
2019
Q2 		$137K Buy
2,439
+687
+39% +$39.2K 0.02% 495
2019
Q1 		$94K Sell
1,752
-141
-7% -$7.55K 0.01% 514
2018
Q4 		$94K Sell
1,893
-8,448
-82% -$450K 0.03% 425
2018
Q3 		$120K Buy
10,341
+2,055
+25% +$127K 0.05% 366
2018
Q2 		$494K Sell
8,286
-3,075
-27% -$191K 0.05% 351
2018
Q1 		$677K Buy
11,361
+8,760
+337% +$545K 0.06% 293
2017
Q4 		$155K Buy
2,601
+234
+10% +$13.5K 0.06% 345
2017
Q3 		$133K Buy
2,367
+154
+7% +$8.3K 0.05% 418
2017
Q2 		$118K Buy
+2,213
New +$111K 0.04% 423

Other funds holding RJF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Rampart Investment Management's RJF Position: Q3 2020 in Review

Rampart Investment Management sold out of Raymond James Financial (RJF) in Q3 2020, closing a stake of 1,407 shares — an estimated $65K sold.

Rampart Investment Management first reported a position in RJF in Q2 2017 and held it in 13 quarters. The position peaked at $677K in Q1 2018. 475 funds tracked by Wall St. Rank hold RJF as of Q3 2020.

  • Rampart Investment Management reported no remaining Raymond James Financial position as of Q3 2020 after selling out during the quarter.
  • Rampart Investment Management sold 1,407 Raymond James Financial shares in Q3 2020, an estimated $65K.
  • Rampart Investment Management first reported a position in Raymond James Financial in Q2 2017 and held it in 13 quarters.
  • Rampart Investment Management's Raymond James Financial position peaked at $677K in Q1 2018.
  • 475 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2020.

Based on Rampart Investment Management's 13F filing for Q3 2020, filed 13 Nov 2020.