RJT
LCM

Raymond James Trust’s Advent/Claymore Enhanced Gth & F LCM Stock Holding History

Raymond James Trust’s Portfolio LCM Stock Details LCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-10,741
Closed -$105K – 580
2013
Q2 		$105K Buy
+10,741
New +$107K 0.02% 504

Other funds holding LCM

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Raymond James Trust's LCM Position: Q3 2013 in Review

Raymond James Trust sold out of Advent/Claymore Enhanced Gth & F (LCM) in Q3 2013, closing a stake of 10,741 shares — an estimated $105K sold.

Raymond James Trust first reported a position in LCM in Q2 2013 and held it in 1 quarter. The position peaked at $105K in Q2 2013. 29 funds tracked by Wall St. Rank hold LCM as of Q3 2013.

  • Raymond James Trust reported no remaining Advent/Claymore Enhanced Gth & F position as of Q3 2013 after selling out during the quarter.
  • Raymond James Trust sold 10,741 Advent/Claymore Enhanced Gth & F shares in Q3 2013, an estimated $105K.
  • Raymond James Trust first reported a position in Advent/Claymore Enhanced Gth & F in Q2 2013 and held it in 1 quarter.
  • Raymond James Trust's Advent/Claymore Enhanced Gth & F position peaked at $105K in Q2 2013.
  • 29 funds tracked by Wall St. Rank held Advent/Claymore Enhanced Gth & F as of Q3 2013.

Based on Raymond James Trust's 13F filing for Q3 2013, filed 14 Nov 2013.