Roosevelt Investment Group’s Raymond James Financial Inc RJD.CL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
Sell
-15,000
Closed -$381K 222
2016
Q4
$381K Buy
15,000
+3,000
+25% +$77.1K 0.03% 152
2016
Q3
$310K Buy
12,000
+2,000
+20% +$52.5K 0.02% 152
2016
Q2
$264K Buy
+10,000
New +$264K 0.02% 168

Roosevelt Investment Group's RJD.CL Position: Q1 2017 in Review

Roosevelt Investment Group sold out of Raymond James Financial Inc (RJD.CL) in Q1 2017, closing a stake of 15,000 shares — an estimated $381K sold.

Roosevelt Investment Group first reported a position in RJD.CL in Q2 2016 and held it in 3 quarters. The position peaked at $381K in Q4 2016. 0 funds tracked by Wall St. Rank hold RJD.CL as of Q1 2017.

  • Roosevelt Investment Group reported no remaining Raymond James Financial Inc position as of Q1 2017 after selling out during the quarter.
  • Roosevelt Investment Group sold 15,000 Raymond James Financial Inc shares in Q1 2017, an estimated $381K.
  • Roosevelt Investment Group first reported a position in Raymond James Financial Inc in Q2 2016 and held it in 3 quarters.
  • Roosevelt Investment Group's Raymond James Financial Inc position peaked at $381K in Q4 2016.
  • 0 funds tracked by Wall St. Rank held Raymond James Financial Inc as of Q1 2017.

Based on Roosevelt Investment Group's 13F filing for Q1 2017, filed 12 May 2017.