WealthTrust-Arizona’s Raymond James Financial RJF Stock Holding History

WealthTrust-Arizona’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
2014 Q1	–	Sell	-41	Closed	-$1K	–	725
2013 Q4	$1K	Sell	41 -21	-34%	-$651	﹤0.01%	621
2013 Q3	$2K	Hold	62	–	–	﹤0.01%	561
2013 Q2	$2K	Buy	+62	New	+$1.79K	﹤0.01%	530

Other funds holding RJF

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

WealthTrust-Arizona's RJF Position: Q1 2014 in Review

WealthTrust-Arizona sold out of Raymond James Financial (RJF) in Q1 2014, closing a stake of 41 shares — an estimated $1K sold.

WealthTrust-Arizona first reported a position in RJF in Q2 2013 and held it in 3 quarters. The position peaked at $2K in Q3 2013. 328 funds tracked by Wall St. Rank hold RJF as of Q1 2014.

WealthTrust-Arizona reported no remaining Raymond James Financial position as of Q1 2014 after selling out during the quarter.
WealthTrust-Arizona sold 41 Raymond James Financial shares in Q1 2014, an estimated $1K.
WealthTrust-Arizona first reported a position in Raymond James Financial in Q2 2013 and held it in 3 quarters.
WealthTrust-Arizona's Raymond James Financial position peaked at $2K in Q3 2013.
328 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2014.

Based on WealthTrust-Arizona's 13F filing for Q1 2014, filed 23 Apr 2014.