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Sheaff Brock Investment Advisors’s Raymond James Financial RJF Stock Holding History

Sheaff Brock Investment 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
2016
Q3 		– Sell
-6,675
Closed -$219K – 588
2016
Q2 		$219K Buy
+6,675
New +$228K 0.03% 456

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

Sheaff Brock Investment Advisors's RJF Position: Q3 2016 in Review

Sheaff Brock Investment Advisors sold out of Raymond James Financial (RJF) in Q3 2016, closing a stake of 6,675 shares — an estimated $219K sold.

Sheaff Brock Investment Advisors first reported a position in RJF in Q2 2016 and held it in 1 quarter. The position peaked at $219K in Q2 2016. 336 funds tracked by Wall St. Rank hold RJF as of Q3 2016.

  • Sheaff Brock Investment Advisors reported no remaining Raymond James Financial position as of Q3 2016 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 6,675 Raymond James Financial shares in Q3 2016, an estimated $219K.
  • Sheaff Brock Investment Advisors first reported a position in Raymond James Financial in Q2 2016 and held it in 1 quarter.
  • Sheaff Brock Investment Advisors's Raymond James Financial position peaked at $219K in Q2 2016.
  • 336 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2016.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2016, filed 8 Nov 2016.