Robeco Schweiz’s Raymond James Financial RJF Stock Holding History

Robeco Schweiz’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
2019 Q4	–	Sell	-2,475	Closed	-$138K	–	154
2019 Q3	$138K	Hold	2,475	–	–	0.01%	154
2019 Q2	$136K	Hold	2,475	–	–	0.01%	152
2019 Q1	$133K	Hold	2,475	–	–	0.01%	153
2018 Q4	$122K	Hold	2,475	–	–	0.01%	149
2018 Q3	$153K	Hold	2,475	–	–	0.01%	156
2018 Q2	$149K	Hold	2,475	–	–	0.01%	158
2018 Q1	$148K	Hold	2,475	–	–	0.01%	157
2017 Q4	$148K	Hold	2,475	–	–	0.01%	154
2017 Q3	$140K	Hold	2,475	–	–	0.01%	164
2017 Q2	$133K	Sell	2,475 -525	-18%	-$26.4K	0.01%	168
2017 Q1	$152K	Hold	3,000	–	–	0.01%	170
2016 Q4	$139K	Hold	3,000	–	–	0.01%	171
2016 Q3	$113K	Buy	3,000 +675	+29%	+$24.9K	0.01%	166
2016 Q2	$75K	Hold	2,325	–	–	0.01%	175
2016 Q1	$74K	Sell	2,325 -10,875	-82%	-$334K	0.01%	176
2015 Q4	$514K	Sell	13,200 -300	-2%	-$11.2K	0.04%	166
2015 Q3	$441K	Buy	+13,500	New	+$500K	0.04%	175

Other funds holding RJF

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Robeco Schweiz's RJF Position: Q4 2019 in Review

Robeco Schweiz sold out of Raymond James Financial (RJF) in Q4 2019, closing a stake of 2,475 shares — an estimated $138K sold.

Robeco Schweiz first reported a position in RJF in Q3 2015 and held it in 17 quarters. The position peaked at $514K in Q4 2015. 486 funds tracked by Wall St. Rank hold RJF as of Q4 2019.

Robeco Schweiz reported no remaining Raymond James Financial position as of Q4 2019 after selling out during the quarter.
Robeco Schweiz sold 2,475 Raymond James Financial shares in Q4 2019, an estimated $138K.
Robeco Schweiz first reported a position in Raymond James Financial in Q3 2015 and held it in 17 quarters.
Robeco Schweiz's Raymond James Financial position peaked at $514K in Q4 2015.
486 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2019.

Based on Robeco Schweiz's 13F filing for Q4 2019, filed 13 Feb 2020.