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Wealthfront’s Raymond James Financial RJF Stock Holding History

Wealthfront’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
Q3 		$1.07M Sell
17,478
-1,992
-10% -$123K 0.01% 247
2018
Q2 		$1.16M Buy
19,470
+6,969
+56% +$432K 0.01% 225
2018
Q1 		$745K Buy
12,501
+1,599
+15% +$99.5K 0.01% 313
2017
Q4 		$649K Buy
10,902
+559
+5% +$32.2K 0.01% 302
2017
Q3 		$581K Buy
10,343
+5,499
+114% +$297K 0.01% 296
2017
Q2 		$259K Buy
4,844
+663
+16% +$33.4K ﹤0.01% 401
2017
Q1 		$213K Buy
+4,181
New +$213K ﹤0.01% 413
2015
Q4 		– Sell
-509
Closed -$17K – 877
2015
Q3 		$17K Buy
509
+318
+166% +$11.8K ﹤0.01% 801
2015
Q2 		$8K Buy
191
+95
+99% +$3.69K ﹤0.01% 918
2015
Q1 		$4K Sell
96
-87
-48% -$3.25K ﹤0.01% 852
2014
Q4 		$7K Buy
+183
New +$6.71K ﹤0.01% 579

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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wealthfront's RJF Position: Q3 2018 in Review

Wealthfront reduced its Raymond James Financial (RJF) stake by 10% in Q3 2018, selling an estimated $123K and leaving 17,478 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #247.

Wealthfront first reported a position in RJF in Q4 2014 and has held it in 11 quarters since. The position peaked at $1.16M in Q2 2018. 493 funds tracked by Wall St. Rank hold RJF as of Q3 2018.

  • Wealthfront held 17,478 shares of Raymond James Financial worth $1.07M as of Q3 2018.
  • Wealthfront sold 1,992 Raymond James Financial shares in Q3 2018, an estimated $123K.
  • Raymond James Financial made up 0.01% of Wealthfront's portfolio in Q3 2018, its #247 holding.
  • Wealthfront first reported a position in Raymond James Financial in Q4 2014 and has held it in 11 quarters since.
  • Wealthfront's Raymond James Financial position peaked at $1.16M in Q2 2018.
  • 493 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.