Regal Investment Advisors’s Raymond James Financial RJF Stock Holding History

Regal Investment 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
2015 Q4	–	Sell	-885	Closed	-$29K	–	746
2015 Q3	$29K	Hold	885	–	–	0.01%	499
2015 Q2	$35K	Hold	885	–	–	0.01%	481
2015 Q1	$34K	Buy	885 +232	+36%	+$8.67K	0.01%	491
2014 Q4	$25K	Hold	653	–	–	0.01%	498
2014 Q3	$23K	Hold	653	–	–	0.01%	532
2014 Q2	$22K	Hold	653	–	–	0.01%	529
2014 Q1	$24K	Hold	653	–	–	0.01%	471
2013 Q4	$23K	Hold	653	–	–	0.01%	425
2013 Q3	$18K	Hold	653	–	–	0.01%	496
2013 Q2	$19K	Buy	+653	New	+$18.9K	0.01%	473

Other funds holding RJF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Regal Investment Advisors's RJF Position: Q4 2015 in Review

Regal Investment Advisors sold out of Raymond James Financial (RJF) in Q4 2015, closing a stake of 885 shares — an estimated $29K sold.

Regal Investment Advisors first reported a position in RJF in Q2 2013 and held it in 10 quarters. The position peaked at $35K in Q2 2015. 357 funds tracked by Wall St. Rank hold RJF as of Q4 2015.

Regal Investment Advisors reported no remaining Raymond James Financial position as of Q4 2015 after selling out during the quarter.
Regal Investment Advisors sold 885 Raymond James Financial shares in Q4 2015, an estimated $29K.
Regal Investment Advisors first reported a position in Raymond James Financial in Q2 2013 and held it in 10 quarters.
Regal Investment Advisors's Raymond James Financial position peaked at $35K in Q2 2015.
357 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.