Shine Investment Advisory Services’s Raymond James Financial RJF Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$30K	Hold	626	–	–	0.01%	392
2020 Q2	$29K	Hold	626	–	–	0.01%	401
2020 Q1	$26K	Hold	626	–	–	0.01%	380
2019 Q4	$37K	Sell	626 -225	-26%	-$13K	0.01%	389
2019 Q3	$47K	Buy	851 +225	+36%	+$12.2K	0.02%	318
2019 Q2	$35K	Hold	626	–	–	0.02%	372
2019 Q1	$34K	Hold	626	–	–	0.02%	376
2018 Q4	$31K	Hold	626	–	–	0.02%	360
2018 Q3	$38K	Hold	626	–	–	0.02%	347
2018 Q2	$37K	Hold	626	–	–	0.02%	361
2018 Q1	$37K	Hold	626	–	–	0.02%	363
2017 Q4	$37K	Hold	626	–	–	0.02%	361
2017 Q3	$35K	Hold	626	–	–	0.02%	361
2017 Q2	$33K	Buy	+626	New	+$31.5K	0.02%	354

Other funds holding RJF

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Shine Investment Advisory Services's RJF Position: Q3 2020 in Review

Shine Investment Advisory Services held its Raymond James Financial (RJF) position steady in Q3 2020 at 626 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #392.

Shine Investment Advisory Services first reported a position in RJF in Q2 2017 and has held it in 14 quarters since. The position peaked at $47K in Q3 2019. 475 funds tracked by Wall St. Rank hold RJF as of Q3 2020.

Shine Investment Advisory Services held 626 shares of Raymond James Financial worth $30K as of Q3 2020.
Shine Investment Advisory Services left its Raymond James Financial share count unchanged in Q3 2020.
Raymond James Financial made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #392 holding.
Shine Investment Advisory Services first reported a position in Raymond James Financial in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Raymond James Financial position peaked at $47K in Q3 2019.
475 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.