SevenBridge Financial Group’s Raymond James Financial RJF Stock Holding History

SevenBridge Financial Group’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
2019 Q3	–	Sell	-255	Closed	-$14K	–	483
2019 Q2	$14K	Hold	255	–	–	0.01%	423
2019 Q1	$14K	Sell	255 -165	-39%	-$8.84K	0.01%	384
2018 Q4	$21K	Sell	420 -525	-56%	-$28K	0.01%	301
2018 Q3	$58K	Hold	945	–	–	0.03%	216
2018 Q2	$56K	Sell	945 -60	-6%	-$3.72K	0.03%	226
2018 Q1	$60K	Buy	+1,005	New	+$62.5K	0.03%	219

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

SevenBridge Financial Group's RJF Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Raymond James Financial (RJF) in Q3 2019, closing a stake of 255 shares — an estimated $14K sold.

SevenBridge Financial Group first reported a position in RJF in Q1 2018 and held it in 6 quarters. The position peaked at $60K in Q1 2018. 473 funds tracked by Wall St. Rank hold RJF as of Q3 2019.

SevenBridge Financial Group reported no remaining Raymond James Financial position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 255 Raymond James Financial shares in Q3 2019, an estimated $14K.
SevenBridge Financial Group first reported a position in Raymond James Financial in Q1 2018 and held it in 6 quarters.
SevenBridge Financial Group's Raymond James Financial position peaked at $60K in Q1 2018.
473 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.