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Woodmont Investment Counsel’s Raymond James Financial RJF Stock Holding History

Woodmont Investment Counsel’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
2016
Q4 		– Sell
-600
Closed -$23K – 520
2016
Q3 		$23K Buy
+600
New +$22.1K 0.01% 347
2016
Q2 		– Sell
-707
Closed -$22K – 395
2016
Q1 		$22K Hold
707
– – 0.01% 337
2015
Q4 		$27K Hold
707
– – 0.01% 333
2015
Q3 		$23K Hold
707
– – 0.01% 335
2015
Q2 		$28K Buy
+707
New +$27.5K 0.01% 322

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Woodmont Investment Counsel's RJF Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of Raymond James Financial (RJF) in Q4 2016, closing a stake of 600 shares — an estimated $23K sold.

Woodmont Investment Counsel first reported a position in RJF in Q2 2015 and held it in 5 quarters. The position peaked at $28K in Q2 2015. 396 funds tracked by Wall St. Rank hold RJF as of Q4 2016.

  • Woodmont Investment Counsel reported no remaining Raymond James Financial position as of Q4 2016 after selling out during the quarter.
  • Woodmont Investment Counsel sold 600 Raymond James Financial shares in Q4 2016, an estimated $23K.
  • Woodmont Investment Counsel first reported a position in Raymond James Financial in Q2 2015 and held it in 5 quarters.
  • Woodmont Investment Counsel's Raymond James Financial position peaked at $28K in Q2 2015.
  • 396 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.