Raffa Wealth Management’s Evertec EVTC Stock Holding History

Raffa Wealth Management’s Portfolio EVTC Stock Details EVTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-27	Closed	-$598	–	819
2014 Q4	$598	Hold	27	–	–	﹤0.01%	593
2014 Q3	$603	Hold	27	–	–	﹤0.01%	517
2014 Q2	$654	Hold	27	–	–	﹤0.01%	263
2014 Q1	$667	Hold	27	–	–	﹤0.01%	259
2013 Q4	$598	Buy	+27	New	+$610	﹤0.01%	593

Other funds holding EVTC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

FCP

Fine Capital Partners New York $563M AUM 7.48% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SAS

Sarbit Advisory Services Winnipeg, Manitoba, Canada $294M AUM 0.68% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Raffa Wealth Management's EVTC Position: Q1 2015 in Review

Raffa Wealth Management sold out of Evertec (EVTC) in Q1 2015, closing a stake of 27 shares — an estimated $598 sold.

Raffa Wealth Management first reported a position in EVTC in Q4 2013 and held it in 5 quarters. The position peaked at $667 in Q1 2014. 120 funds tracked by Wall St. Rank hold EVTC as of Q1 2015.

Raffa Wealth Management reported no remaining Evertec position as of Q1 2015 after selling out during the quarter.
Raffa Wealth Management sold 27 Evertec shares in Q1 2015, an estimated $598.
Raffa Wealth Management first reported a position in Evertec in Q4 2013 and held it in 5 quarters.
Raffa Wealth Management's Evertec position peaked at $667 in Q1 2014.
120 funds tracked by Wall St. Rank held Evertec as of Q1 2015.

Based on Raffa Wealth Management's 13F filing for Q1 2015, filed 27 Jul 2026.