WC
RJF icon

Whitnell & Co’s Raymond James Financial RJF Stock Holding History

Whitnell & Co’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
Q3 		– Sell
-38
Closed -$1K – 397
2015
Q2 		$1K Hold
38
– – ﹤0.01% 240
2015
Q1 		$1K Hold
38
– – ﹤0.01% 258
2014
Q4 		$1K Hold
38
– – ﹤0.01% 268
2014
Q3 		$1K Hold
38
– – ﹤0.01% 266
2014
Q2 		$1K Hold
38
– – ﹤0.01% 276
2014
Q1 		$1K Hold
38
– – ﹤0.01% 264
2013
Q4 		$1K Hold
38
– – ﹤0.01% 261
2013
Q3 		$1K Hold
38
– – ﹤0.01% 260
2013
Q2 		$1K Buy
+38
New +$1.1K ﹤0.01% 397

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Whitnell & Co's RJF Position: Q3 2015 in Review

Whitnell & Co sold out of Raymond James Financial (RJF) in Q3 2015, closing a stake of 38 shares — an estimated $1K sold.

Whitnell & Co first reported a position in RJF in Q2 2013 and held it in 9 quarters. The position peaked at $1K in Q2 2015. 352 funds tracked by Wall St. Rank hold RJF as of Q3 2015.

  • Whitnell & Co reported no remaining Raymond James Financial position as of Q3 2015 after selling out during the quarter.
  • Whitnell & Co sold 38 Raymond James Financial shares in Q3 2015, an estimated $1K.
  • Whitnell & Co first reported a position in Raymond James Financial in Q2 2013 and held it in 9 quarters.
  • Whitnell & Co's Raymond James Financial position peaked at $1K in Q2 2015.
  • 352 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2015.

Based on Whitnell & Co's 13F filing for Q3 2015, filed 10 Nov 2015.