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Winifred I. Li’s Raymond James Financial RJF Stock Holding History

Winifred I. Li’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
2014
Q4 		$60K Hold
1,575
– – 0.06% 255
2014
Q3 		$56K Hold
1,575
– – 0.05% 273
2014
Q2 		$53K Sell
1,575
-30
-2% -$1K 0.05% 288
2014
Q1 		$60K Hold
1,605
– – 0.05% 265
2013
Q4 		$56K Hold
1,605
– – 0.05% 268
2013
Q3 		$45K Hold
1,605
– – 0.04% 279
2013
Q2 		$46K Buy
+1,605
New +$46.4K 0.04% 283

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 $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

Winifred I. Li's RJF Position: Q4 2014 in Review

Winifred I. Li held its Raymond James Financial (RJF) position steady in Q4 2014 at 1,575 shares worth $60K. The position accounts for 0.06% of the portfolio, ranked #255.

Winifred I. Li first reported a position in RJF in Q2 2013 and has held it in 7 quarters since. 353 funds tracked by Wall St. Rank hold RJF as of Q4 2014.

  • Winifred I. Li held 1,575 shares of Raymond James Financial worth $60K as of Q4 2014.
  • Winifred I. Li left its Raymond James Financial share count unchanged in Q4 2014.
  • Raymond James Financial made up 0.06% of Winifred I. Li's portfolio in Q4 2014, its #255 holding.
  • Winifred I. Li first reported a position in Raymond James Financial in Q2 2013 and has held it in 7 quarters since.
  • 353 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.