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Robert N. Shapiro’s Raymond James Financial RJF Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$172K Sell
4,497
-1,205
-21% -$44.2K 0.03% 271
2014
Q3 		$204K Hold
5,702
– – 0.04% 268
2014
Q2 		$193K Hold
5,702
– – 0.04% 276
2014
Q1 		$213K Sell
5,702
-1
-0% -$35 0.04% 256
2013
Q4 		$199K Sell
5,703
-4,649
-45% -$144K 0.04% 266
2013
Q3 		$288K Sell
10,352
-1,065
-9% -$30.8K 0.05% 228
2013
Q2 		$327K Buy
+11,417
New +$330K 0.07% 206

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

Robert N. Shapiro's RJF Position: Q4 2014 in Review

Robert N. Shapiro reduced its Raymond James Financial (RJF) stake by 21% in Q4 2014, selling an estimated $44.2K and leaving 4,497 shares worth $172K. The position accounts for 0.03% of the portfolio, ranked #271.

Robert N. Shapiro first reported a position in RJF in Q2 2013 and has held it in 7 quarters since. The position peaked at $327K in Q2 2013. 352 funds tracked by Wall St. Rank hold RJF as of Q4 2014.

  • Robert N. Shapiro held 4,497 shares of Raymond James Financial worth $172K as of Q4 2014.
  • Robert N. Shapiro sold 1,205 Raymond James Financial shares in Q4 2014, an estimated $44.2K.
  • Raymond James Financial made up 0.03% of Robert N. Shapiro's portfolio in Q4 2014, its #271 holding.
  • Robert N. Shapiro first reported a position in Raymond James Financial in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's Raymond James Financial position peaked at $327K in Q2 2013.
  • 352 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.