RJFSA
PBFX

Raymond James Financial Services Advisors’s PBF LOGISTICS LP PBFX Stock Holding History

Raymond James Financial Services Advisors’s Portfolio PBFX Stock Details PBFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-9,666
Closed -$208K – 2889
2018
Q3 		$208K Buy
9,666
+1
+0% +$22 ﹤0.01% 2508
2018
Q2 		$203K Buy
+9,665
New +$195K ﹤0.01% 2479

Other funds holding PBFX

ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Raymond James Financial Services Advisors's PBFX Position: Q4 2018 in Review

Raymond James Financial Services Advisors sold out of PBF LOGISTICS LP (PBFX) in Q4 2018, closing a stake of 9,666 shares — an estimated $208K sold.

Raymond James Financial Services Advisors first reported a position in PBFX in Q2 2018 and held it in 2 quarters. The position peaked at $208K in Q3 2018. 52 funds tracked by Wall St. Rank hold PBFX as of Q4 2018.

  • Raymond James Financial Services Advisors reported no remaining PBF LOGISTICS LP position as of Q4 2018 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 9,666 PBF LOGISTICS LP shares in Q4 2018, an estimated $208K.
  • Raymond James Financial Services Advisors first reported a position in PBF LOGISTICS LP in Q2 2018 and held it in 2 quarters.
  • Raymond James Financial Services Advisors's PBF LOGISTICS LP position peaked at $208K in Q3 2018.
  • 52 funds tracked by Wall St. Rank held PBF LOGISTICS LP as of Q4 2018.

Based on Raymond James Financial Services Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.