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Sigma Planning Corp’s Raymond James Financial RJF Stock Holding History

Sigma Planning Corp’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
Q1 		– Sell
-3,429
Closed -$205K – 1068
2019
Q4 		$205K Buy
+3,429
New +$198K 0.01% 953
2019
Q3 		– Sell
-4,877
Closed -$275K – 1054
2019
Q2 		$275K Buy
4,877
+873
+22% +$49.8K 0.01% 771
2019
Q1 		$215K Buy
+4,004
New +$214K 0.01% 825

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Sigma Planning Corp's RJF Position: Q1 2020 in Review

Sigma Planning Corp sold out of Raymond James Financial (RJF) in Q1 2020, closing a stake of 3,429 shares — an estimated $205K sold.

Sigma Planning Corp first reported a position in RJF in Q1 2019 and held it in 3 quarters. The position peaked at $275K in Q2 2019. 462 funds tracked by Wall St. Rank hold RJF as of Q1 2020.

  • Sigma Planning Corp reported no remaining Raymond James Financial position as of Q1 2020 after selling out during the quarter.
  • Sigma Planning Corp sold 3,429 Raymond James Financial shares in Q1 2020, an estimated $205K.
  • Sigma Planning Corp first reported a position in Raymond James Financial in Q1 2019 and held it in 3 quarters.
  • Sigma Planning Corp's Raymond James Financial position peaked at $275K in Q2 2019.
  • 462 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2020.

Based on Sigma Planning Corp's 13F filing for Q1 2020, filed 1 May 2020.