RJT
PCM

Raymond James Trust’s PCM Fund PCM Stock Holding History

Raymond James Trust’s Portfolio PCM Stock Details PCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-13,567
Closed -$153K – 883
2018
Q3 		$153K Hold
13,567
– – 0.01% 843
2018
Q2 		$155K Buy
+13,567
New +$158K 0.01% 816

Other funds holding PCM

FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Raymond James Trust's PCM Position: Q4 2018 in Review

Raymond James Trust sold out of PCM Fund (PCM) in Q4 2018, closing a stake of 13,567 shares — an estimated $153K sold.

Raymond James Trust first reported a position in PCM in Q2 2018 and held it in 2 quarters. The position peaked at $155K in Q2 2018. 22 funds tracked by Wall St. Rank hold PCM as of Q4 2018.

  • Raymond James Trust reported no remaining PCM Fund position as of Q4 2018 after selling out during the quarter.
  • Raymond James Trust sold 13,567 PCM Fund shares in Q4 2018, an estimated $153K.
  • Raymond James Trust first reported a position in PCM Fund in Q2 2018 and held it in 2 quarters.
  • Raymond James Trust's PCM Fund position peaked at $155K in Q2 2018.
  • 22 funds tracked by Wall St. Rank held PCM Fund as of Q4 2018.

Based on Raymond James Trust's 13F filing for Q4 2018, filed 29 Jan 2019.