Trustmark National Bank Trust Department’s Raymond James Financial RJF Stock Holding History

Trustmark National Bank Trust Department’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	-953	Closed	-$58K	–	610
2018 Q3	$58K	Buy	+953	New	+$58.7K	0.01%	346
2016 Q1	–	Sell	-6,506	Closed	-$251K	–	355
2015 Q4	$251K	Buy	6,506 +182	+3%	+$6.78K	0.03%	275
2015 Q3	$209K	Buy	6,324 +175	+3%	+$6.49K	0.03%	318
2015 Q2	$244K	Sell	6,149 -2,760	-31%	-$107K	0.03%	304
2015 Q1	$337K	Buy	+8,909	New	+$333K	0.04%	264

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 $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Trustmark National Bank Trust Department's RJF Position: Q4 2018 in Review

Trustmark National Bank Trust Department sold out of Raymond James Financial (RJF) in Q4 2018, closing a stake of 953 shares — an estimated $58K sold.

Trustmark National Bank Trust Department first reported a position in RJF in Q1 2015 and held it in 5 quarters. The position peaked at $337K in Q1 2015. 464 funds tracked by Wall St. Rank hold RJF as of Q4 2018.

Trustmark National Bank Trust Department reported no remaining Raymond James Financial position as of Q4 2018 after selling out during the quarter.
Trustmark National Bank Trust Department sold 953 Raymond James Financial shares in Q4 2018, an estimated $58K.
Trustmark National Bank Trust Department first reported a position in Raymond James Financial in Q1 2015 and held it in 5 quarters.
Trustmark National Bank Trust Department's Raymond James Financial position peaked at $337K in Q1 2015.
464 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2018.

Based on Trustmark National Bank Trust Department's 13F filing for Q4 2018, filed 14 Feb 2019.