Seven Bridges Advisors’s Raymond James Financial RJF Stock Holding History

Seven Bridges 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	-18,834	Closed	-$1.12M	–	77
2017 Q4	$1.12M	Hold	18,834	–	–	0.91%	32
2017 Q3	$1.06M	Buy	18,834 +733	+4%	+$39.5K	0.89%	34
2017 Q2	$968K	Buy	18,101 +3,291	+22%	+$166K	0.86%	35
2017 Q1	$753K	Buy	14,810 +2,601	+21%	+$132K	0.72%	41
2016 Q4	$564K	Sell	12,209 -2,421	-17%	-$107K	0.58%	51
2016 Q3	$568K	Sell	14,630 -348	-2%	-$12.8K	0.5%	58
2016 Q2	$492K	Buy	14,978 +7,244	+94%	+$248K	0.42%	66
2016 Q1	$245K	Buy	+7,734	New	+$237K	0.19%	101

Other funds holding RJF

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Seven Bridges Advisors's RJF Position: Q1 2018 in Review

Seven Bridges Advisors sold out of Raymond James Financial (RJF) in Q1 2018, closing a stake of 18,834 shares — an estimated $1.12M sold.

Seven Bridges Advisors first reported a position in RJF in Q1 2016 and held it in 8 quarters. The position peaked at $1.12M in Q4 2017. 517 funds tracked by Wall St. Rank hold RJF as of Q1 2018.

Seven Bridges Advisors reported no remaining Raymond James Financial position as of Q1 2018 after selling out during the quarter.
Seven Bridges Advisors sold 18,834 Raymond James Financial shares in Q1 2018, an estimated $1.12M.
Seven Bridges Advisors first reported a position in Raymond James Financial in Q1 2016 and held it in 8 quarters.
Seven Bridges Advisors's Raymond James Financial position peaked at $1.12M in Q4 2017.
517 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2018.

Based on Seven Bridges Advisors's 13F filing for Q1 2018, filed 9 May 2018.