WIS
RJF icon

Wright Investors Service’s Raymond James Financial RJF Stock Holding History

Wright Investors Service’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
Q2 		– Sell
-6,143
Closed -$366K – 177
2018
Q1 		$366K Sell
6,143
-229
-4% -$14.2K 0.13% 148
2017
Q4 		$379K Buy
6,372
+1,021
+19% +$58.8K 0.13% 158
2017
Q3 		$301K Sell
5,351
-154
-3% -$8.3K 0.11% 179
2017
Q2 		$294K Sell
5,505
-2,430
-31% -$122K 0.11% 190
2017
Q1 		$403K Sell
7,935
-5,588
-41% -$284K 0.16% 171
2016
Q4 		$624K Buy
13,523
+2,805
+26% +$124K 0.27% 121
2016
Q3 		$416K Sell
10,718
-8,032
-43% -$296K 0.17% 160
2016
Q2 		$616K Buy
18,750
+5,977
+47% +$204K 0.25% 127
2016
Q1 		$405K Sell
12,773
-1,542
-11% -$47.3K 0.16% 169
2015
Q4 		$553K Buy
14,315
+795
+6% +$29.6K 0.2% 164
2015
Q3 		$447K Buy
13,520
+5
+0% +$185 0.2% 144
2015
Q2 		$537K Buy
13,515
+1,972
+17% +$76.6K 0.26% 117
2015
Q1 		$437K Sell
11,543
-277
-2% -$10.3K 0.21% 145
2014
Q4 		$451K Sell
11,820
-510
-4% -$18.7K 0.22% 145
2014
Q3 		$440K Sell
12,330
-819
-6% -$28.7K 0.22% 129
2014
Q2 		$445K Sell
13,149
-7,268
-36% -$243K 0.2% 149
2014
Q1 		$761K Buy
20,417
+7,064
+53% +$247K 0.34% 99
2013
Q4 		$465K Buy
13,353
+3,481
+35% +$108K 0.21% 145
2013
Q3 		$274K Sell
9,872
-3,795
-28% -$110K 0.12% 192
2013
Q2 		$392K Buy
+13,667
New +$395K 0.19% 156

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wright Investors Service's RJF Position: Q2 2018 in Review

Wright Investors Service sold out of Raymond James Financial (RJF) in Q2 2018, closing a stake of 6,143 shares — an estimated $366K sold.

Wright Investors Service first reported a position in RJF in Q2 2013 and held it in 20 quarters. The position peaked at $761K in Q1 2014. 521 funds tracked by Wall St. Rank hold RJF as of Q2 2018.

  • Wright Investors Service reported no remaining Raymond James Financial position as of Q2 2018 after selling out during the quarter.
  • Wright Investors Service sold 6,143 Raymond James Financial shares in Q2 2018, an estimated $366K.
  • Wright Investors Service first reported a position in Raymond James Financial in Q2 2013 and held it in 20 quarters.
  • Wright Investors Service's Raymond James Financial position peaked at $761K in Q1 2014.
  • 521 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2018.

Based on Wright Investors Service's 13F filing for Q2 2018, filed 2 Aug 2018.