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Visionary Asset Management’s Raymond James Financial RJF Stock Holding History

Visionary Asset 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
-3,708
Closed -$228K – 239
2018
Q3 		$228K Sell
3,708
-54
-1% -$3.33K 0.07% 256
2018
Q2 		$225K Sell
3,762
-35
-0.9% -$2.17K 0.08% 238
2018
Q1 		$221K Sell
3,797
-81
-2% -$5.04K 0.07% 230
2017
Q4 		$231K Sell
3,878
-43
-1% -$2.48K 0.06% 225
2017
Q3 		$220K Buy
+3,921
New +$211K 0.06% 205

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Viking Global Investors
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Visionary Asset Management's RJF Position: Q4 2018 in Review

Visionary Asset Management sold out of Raymond James Financial (RJF) in Q4 2018, closing a stake of 3,708 shares — an estimated $228K sold.

Visionary Asset Management first reported a position in RJF in Q3 2017 and held it in 5 quarters. The position peaked at $231K in Q4 2017. 463 funds tracked by Wall St. Rank hold RJF as of Q4 2018.

  • Visionary Asset Management reported no remaining Raymond James Financial position as of Q4 2018 after selling out during the quarter.
  • Visionary Asset Management sold 3,708 Raymond James Financial shares in Q4 2018, an estimated $228K.
  • Visionary Asset Management first reported a position in Raymond James Financial in Q3 2017 and held it in 5 quarters.
  • Visionary Asset Management's Raymond James Financial position peaked at $231K in Q4 2017.
  • 463 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2018.

Based on Visionary Asset Management's 13F filing for Q4 2018, filed 11 Jan 2019.