RWM
CHCO icon

Raffa Wealth Management’s City Holding Co CHCO Stock Holding History

Raffa Wealth Management’s Portfolio CHCO Stock Details CHCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-15
Closed -$1.01K – 464
2016
Q4 		$1.01K Hold
15
– – ﹤0.01% 433
2016
Q3 		$754 Hold
15
– – ﹤0.01% 521
2016
Q2 		$682 Sell
15
-5
-25% -$239 ﹤0.01% 536
2016
Q1 		$956 Hold
20
– – ﹤0.01% 406
2015
Q4 		$913 Buy
+20
New +$961 ﹤0.01% 417

Other funds holding CHCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Raffa Wealth Management's CHCO Position: Q1 2017 in Review

Raffa Wealth Management sold out of City Holding Co (CHCO) in Q1 2017, closing a stake of 15 shares — an estimated $1.01K sold.

Raffa Wealth Management first reported a position in CHCO in Q4 2015 and held it in 5 quarters. The position peaked at $1.01K in Q4 2016. 135 funds tracked by Wall St. Rank hold CHCO as of Q1 2017.

  • Raffa Wealth Management reported no remaining City Holding Co position as of Q1 2017 after selling out during the quarter.
  • Raffa Wealth Management sold 15 City Holding Co shares in Q1 2017, an estimated $1.01K.
  • Raffa Wealth Management first reported a position in City Holding Co in Q4 2015 and held it in 5 quarters.
  • Raffa Wealth Management's City Holding Co position peaked at $1.01K in Q4 2016.
  • 135 funds tracked by Wall St. Rank held City Holding Co as of Q1 2017.

Based on Raffa Wealth Management's 13F filing for Q1 2017, filed 27 Jul 2026.