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

Whitney & 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
2018 Q4	–	Sell	-270	Closed	-$15K	–	374
2018 Q3	$15K	Buy	+270	New	+$16.6K	﹤0.01%	284

Other funds holding RJF

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Whitney & Co's RJF Position: Q4 2018 in Review

Whitney & Co sold out of Raymond James Financial (RJF) in Q4 2018, closing a stake of 270 shares — an estimated $15K sold.

Whitney & Co first reported a position in RJF in Q3 2018 and held it in 1 quarter. The position peaked at $15K in Q3 2018. 463 funds tracked by Wall St. Rank hold RJF as of Q4 2018.

Whitney & Co reported no remaining Raymond James Financial position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 270 Raymond James Financial shares in Q4 2018, an estimated $15K.
Whitney & Co first reported a position in Raymond James Financial in Q3 2018 and held it in 1 quarter.
Whitney & Co's Raymond James Financial position peaked at $15K in Q3 2018.
463 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.