Three Peaks Capital Management’s Raymond James Financial RJF Stock Holding History

Three Peaks Capital Management’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
2018 Q4	–	Sell	-46,547	Closed	-$2.86M	–	137
2018 Q3	$2.86M	Sell	46,547 -10,201	-18%	-$629K	0.59%	85
2018 Q2	$3.38M	Buy	56,748 +11,877	+26%	+$737K	0.68%	72
2018 Q1	$2.67M	Buy	+44,871	New	+$2.79M	0.46%	77

Other funds holding RJF

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Three Peaks Capital Management's RJF Position: Q4 2018 in Review

Three Peaks Capital Management sold out of Raymond James Financial (RJF) in Q4 2018, closing a stake of 46,547 shares — an estimated $2.86M sold.

Three Peaks Capital Management first reported a position in RJF in Q1 2018 and held it in 3 quarters. The position peaked at $3.38M in Q2 2018. 464 funds tracked by Wall St. Rank hold RJF as of Q4 2018.

Three Peaks Capital Management reported no remaining Raymond James Financial position as of Q4 2018 after selling out during the quarter.
Three Peaks Capital Management sold 46,547 Raymond James Financial shares in Q4 2018, an estimated $2.86M.
Three Peaks Capital Management first reported a position in Raymond James Financial in Q1 2018 and held it in 3 quarters.
Three Peaks Capital Management's Raymond James Financial position peaked at $3.38M in Q2 2018.
464 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2018.

Based on Three Peaks Capital Management's 13F filing for Q4 2018, filed 29 Jan 2019.