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Willow Street Advisors’s Raymond James Financial RJF Stock Holding History

Willow Street 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
2013
Q4 		$250K Buy
+7,178
New +$222K 0.14% 130
2013
Q3 		– Sell
-7,178
Closed -$206K – 150
2013
Q2 		$206K Buy
+7,178
New +$208K 0.13% 142

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
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
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Willow Street Advisors's RJF Position: Q4 2013 in Review

Willow Street Advisors opened a new position in Raymond James Financial (RJF) in Q4 2013: 7,178 shares worth $250K. The stake represents 0.14% of the portfolio and ranks #130 among its holdings. This is a return to the name: Willow Street Advisors previously reported a position in RJF as recently as Q2 2013.

Willow Street Advisors first reported a position in RJF in Q2 2013 and has held it in 2 quarters since. 325 funds tracked by Wall St. Rank hold RJF as of Q4 2013.

  • Willow Street Advisors held 7,178 shares of Raymond James Financial worth $250K as of Q4 2013.
  • Raymond James Financial was a new Willow Street Advisors position in Q4 2013.
  • Raymond James Financial made up 0.14% of Willow Street Advisors's portfolio in Q4 2013, its #130 holding.
  • Willow Street Advisors first reported a position in Raymond James Financial in Q2 2013 and has held it in 2 quarters since.
  • 325 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2013.

Based on Willow Street Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.