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WIS
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
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$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Viking Global Investors
Stamford, Connecticut
$35.7B AUM
21.3%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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