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Rowland Carmichael Advisors’s Raymond James Financial RJF Stock Holding History

Rowland Carmichael 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
2018
Q1 		– Sell
-10,116
Closed -$602K – 329
2017
Q4 		$602K Hold
10,116
– – 0.31% 103
2017
Q3 		$569K Hold
10,116
– – 0.32% 104
2017
Q2 		$541K Hold
10,116
– – 0.31% 102
2017
Q1 		$514K Buy
+10,116
New +$515K 0.31% 103

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rowland Carmichael Advisors's RJF Position: Q1 2018 in Review

Rowland Carmichael Advisors sold out of Raymond James Financial (RJF) in Q1 2018, closing a stake of 10,116 shares — an estimated $602K sold.

Rowland Carmichael Advisors first reported a position in RJF in Q1 2017 and held it in 4 quarters. The position peaked at $602K in Q4 2017. 517 funds tracked by Wall St. Rank hold RJF as of Q1 2018.

  • Rowland Carmichael Advisors reported no remaining Raymond James Financial position as of Q1 2018 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 10,116 Raymond James Financial shares in Q1 2018, an estimated $602K.
  • Rowland Carmichael Advisors first reported a position in Raymond James Financial in Q1 2017 and held it in 4 quarters.
  • Rowland Carmichael Advisors's Raymond James Financial position peaked at $602K in Q4 2017.
  • 517 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2018.

Based on Rowland Carmichael Advisors's 13F filing for Q1 2018, filed 10 Feb 2020.