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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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Rational Advisors's RJF Position: Q4 2020 in Review

Rational Advisors sold out of Raymond James Financial (RJF) in Q4 2020, closing a stake of 21 shares — an estimated $1K sold.

Rational Advisors first reported a position in RJF in Q2 2013 and held it in 9 quarters. The position peaked at $9.1M in Q2 2013. 534 funds tracked by Wall St. Rank hold RJF as of Q4 2020.

  • Rational Advisors reported no remaining Raymond James Financial position as of Q4 2020 after selling out during the quarter.
  • Rational Advisors sold 21 Raymond James Financial shares in Q4 2020, an estimated $1K.
  • Rational Advisors first reported a position in Raymond James Financial in Q2 2013 and held it in 9 quarters.
  • Rational Advisors's Raymond James Financial position peaked at $9.1M in Q2 2013.
  • 534 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.