Squar Milner Financial Services’s Raymond James Financial RJF Stock Holding History

Squar Milner Financial 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 Q2	–	Sell	-1,829	Closed	-$77K	–	593
2020 Q1	$77K	Buy	1,829 +359	+24%	+$20.2K	0.05%	318
2019 Q4	$87K	Buy	+1,470	New	+$84.9K	0.04%	359
2019 Q3	–	Sell	-77	Closed	-$4K	–	601
2019 Q2	$4K	Sell	77 -60	-44%	-$3.42K	﹤0.01%	635
2019 Q1	$7K	Buy	137 +60	+78%	+$3.21K	0.01%	600
2018 Q4	$4K	Sell	77 -3,192	-98%	-$170K	﹤0.01%	610
2018 Q3	$201K	Sell	3,269 -135	-4%	-$8.32K	0.18%	153
2018 Q2	$203K	Buy	+3,404	New	+$211K	0.18%	154
2018 Q1	–	Sell	-3,173	Closed	-$205K	–	173
2017 Q4	$205K	Buy	+3,173	New	+$183K	0.25%	152

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Squar Milner Financial Services's RJF Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Raymond James Financial (RJF) in Q2 2020, closing a stake of 1,829 shares — an estimated $77K sold.

Squar Milner Financial Services first reported a position in RJF in Q4 2017 and held it in 8 quarters. The position peaked at $205K in Q4 2017. 486 funds tracked by Wall St. Rank hold RJF as of Q2 2020.

Squar Milner Financial Services reported no remaining Raymond James Financial position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 1,829 Raymond James Financial shares in Q2 2020, an estimated $77K.
Squar Milner Financial Services first reported a position in Raymond James Financial in Q4 2017 and held it in 8 quarters.
Squar Milner Financial Services's Raymond James Financial position peaked at $205K in Q4 2017.
486 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.