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Santa Fe Partners’s Raymond James Financial RJF Stock Holding History

Santa Fe Partners’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
2016
Q1 		– Sell
-78,681
Closed -$3.04M – 254
2015
Q4 		$3.04M Buy
+78,681
New +$2.93M 0.5% 51
2015
Q1 		– Sell
-26,564
Closed -$1.01M – 580
2014
Q4 		$1.01M Sell
26,564
-5,509
-17% -$202K 0.13% 292
2014
Q3 		$1.15M Buy
+32,073
New +$1.12M 0.18% 231

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $9.73B AUM 55.65% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

Santa Fe Partners's RJF Position: Q1 2016 in Review

Santa Fe Partners sold out of Raymond James Financial (RJF) in Q1 2016, closing a stake of 78,681 shares — an estimated $3.04M sold.

Santa Fe Partners first reported a position in RJF in Q3 2014 and held it in 3 quarters. The position peaked at $3.04M in Q4 2015. 329 funds tracked by Wall St. Rank hold RJF as of Q1 2016.

  • Santa Fe Partners reported no remaining Raymond James Financial position as of Q1 2016 after selling out during the quarter.
  • Santa Fe Partners sold 78,681 Raymond James Financial shares in Q1 2016, an estimated $3.04M.
  • Santa Fe Partners first reported a position in Raymond James Financial in Q3 2014 and held it in 3 quarters.
  • Santa Fe Partners's Raymond James Financial position peaked at $3.04M in Q4 2015.
  • 329 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2016.

Based on Santa Fe Partners's 13F filing for Q1 2016.