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WFG Advisors’s Raymond James Financial RJF Stock Holding History

WFG Advisors’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
2015
Q1 		– Sell
-63
Closed -$2K – 2018
2014
Q4 		$2K Hold
63
– – ﹤0.01% 1869
2014
Q3 		$2K Hold
63
– – ﹤0.01% 1888
2014
Q2 		$2K Hold
63
– – ﹤0.01% 1832
2014
Q1 		$2K Sell
63
-465
-88% -$16.3K ﹤0.01% 1819
2013
Q4 		$18K Hold
528
– – ﹤0.01% 1380
2013
Q3 		$15K Buy
528
+385
+269% +$11.1K ﹤0.01% 1380
2013
Q2 		$4K Buy
+143
New +$4.14K ﹤0.01% 1733

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WFG Advisors's RJF Position: Q1 2015 in Review

WFG Advisors sold out of Raymond James Financial (RJF) in Q1 2015, closing a stake of 63 shares — an estimated $2K sold.

WFG Advisors first reported a position in RJF in Q2 2013 and held it in 7 quarters. The position peaked at $18K in Q4 2013. 343 funds tracked by Wall St. Rank hold RJF as of Q1 2015.

  • WFG Advisors reported no remaining Raymond James Financial position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 63 Raymond James Financial shares in Q1 2015, an estimated $2K.
  • WFG Advisors first reported a position in Raymond James Financial in Q2 2013 and held it in 7 quarters.
  • WFG Advisors's Raymond James Financial position peaked at $18K in Q4 2013.
  • 343 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.