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Willingdon Wealth Management’s Raymond James Financial RJF Stock Holding History

Willingdon Wealth Management’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
-1,875
Closed -$115K – 393
2018
Q3 		$115K Hold
1,875
– – 0.03% 155
2018
Q2 		$112K Buy
+1,875
New +$116K 0.03% 136

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

Willingdon Wealth Management's RJF Position: Q4 2018 in Review

Willingdon Wealth Management sold out of Raymond James Financial (RJF) in Q4 2018, closing a stake of 1,875 shares — an estimated $115K sold.

Willingdon Wealth Management first reported a position in RJF in Q2 2018 and held it in 2 quarters. The position peaked at $115K in Q3 2018. 463 funds tracked by Wall St. Rank hold RJF as of Q4 2018.

  • Willingdon Wealth Management reported no remaining Raymond James Financial position as of Q4 2018 after selling out during the quarter.
  • Willingdon Wealth Management sold 1,875 Raymond James Financial shares in Q4 2018, an estimated $115K.
  • Willingdon Wealth Management first reported a position in Raymond James Financial in Q2 2018 and held it in 2 quarters.
  • Willingdon Wealth Management's Raymond James Financial position peaked at $115K in Q3 2018.
  • 463 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2018.

Based on Willingdon Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.