RA
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Rational Advisors’s Raymond James Financial RJF Stock Holding History

Rational 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
2020
Q4 		– Sell
-21
Closed -$1K – 521
2020
Q3 		$1K Buy
+21
New +$1.02K ﹤0.01% 558
2018
Q3 		– Sell
-33,143
Closed -$1.97M – 557
2018
Q2 		$1.97M Buy
+33,143
New +$2.06M 0.93% 29
2015
Q3 		$695K Hold
21,000
– – 0.28% 117
2015
Q2 		$834K Sell
21,000
-25,125
-54% -$977K 0.27% 110
2015
Q1 		$1.75M Sell
46,125
-24,750
-35% -$925K 0.42% 85
2014
Q4 		$2.71M Buy
+70,875
New +$2.6M 0.54% 66
2013
Q4 		$7.9M Sell
227,081
-435
-0.2% -$13.5K 0.68% 21
2013
Q3 		$6.32M Sell
227,516
-90,136
-28% -$2.6M 0.48% 37
2013
Q2 		$9.1M Buy
+317,652
New +$9.19M 0.76% 12

Other funds holding RJF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return