SGAM
RJD.CL

Steinberg Global Asset Management’s Raymond James Financial Inc RJD.CL Stock Holding History

Steinberg Global Asset Management’s Portfolio RJD.CL Stock Details RJD.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-14,133
Closed -$353K – 212
2013
Q4 		$353K Hold
14,133
– – 0.08% 166
2013
Q3 		$356K Hold
14,133
– – 0.08% 152
2013
Q2 		$374K Buy
+14,133
New +$385K 0.1% 145

Other funds holding RJD.CL

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
G
GlobalBridge Minneapolis, Minnesota $215M AUM 22.99% 1-Year Est. Return
CAM
Cypress Asset Management Houston, Texas $455M AUM 26.87% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Steinberg Global Asset Management's RJD.CL Position: Q1 2014 in Review

Steinberg Global Asset Management sold out of Raymond James Financial Inc (RJD.CL) in Q1 2014, closing a stake of 14,133 shares — an estimated $353K sold.

Steinberg Global Asset Management first reported a position in RJD.CL in Q2 2013 and held it in 3 quarters. The position peaked at $374K in Q2 2013. 6 funds tracked by Wall St. Rank hold RJD.CL as of Q1 2014.

  • Steinberg Global Asset Management reported no remaining Raymond James Financial Inc position as of Q1 2014 after selling out during the quarter.
  • Steinberg Global Asset Management sold 14,133 Raymond James Financial Inc shares in Q1 2014, an estimated $353K.
  • Steinberg Global Asset Management first reported a position in Raymond James Financial Inc in Q2 2013 and held it in 3 quarters.
  • Steinberg Global Asset Management's Raymond James Financial Inc position peaked at $374K in Q2 2013.
  • 6 funds tracked by Wall St. Rank held Raymond James Financial Inc as of Q1 2014.

Based on Steinberg Global Asset Management's 13F filing for Q1 2014, filed 15 May 2014.