RAFFA WEALTH MANAGEMENT, LLC’s Artisan Partners APAM Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’s Portfolio APAM Stock Details APAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-15	Closed	-$463	–	864
2016 Q1	$463	Hold	15	–	–	﹤0.01%	712
2015 Q4	$541	Hold	15	–	–	﹤0.01%	655
2015 Q3	$528	Hold	15	–	–	﹤0.01%	646
2015 Q2	$697	Sell	15 -10	-40%	-$457	﹤0.01%	518
2015 Q1	$1.14K	Hold	25	–	–	﹤0.01%	358
2014 Q4	$1.26K	Hold	25	–	–	﹤0.01%	307
2014 Q3	$1.3K	Hold	25	–	–	﹤0.01%	294
2014 Q2	$1.42K	Hold	25	–	–	﹤0.01%	233
2014 Q1	$1.61K	Hold	25	–	–	﹤0.01%	228
2013 Q4	$1.26K	Buy	+25	New	+$1.49K	﹤0.01%	307

Other funds holding APAM

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's APAM Position: Q2 2016 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Artisan Partners (APAM) in Q2 2016, closing a stake of 15 shares — an estimated $463 sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in APAM in Q4 2013 and held it in 10 quarters. The position peaked at $1.61K in Q1 2014. 170 funds tracked by Wall St. Rank hold APAM as of Q2 2016.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining Artisan Partners position as of Q2 2016 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 15 Artisan Partners shares in Q2 2016, an estimated $463.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Artisan Partners in Q4 2013 and held it in 10 quarters.
RAFFA WEALTH MANAGEMENT, LLC's Artisan Partners position peaked at $1.61K in Q1 2014.
170 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2016.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2016, filed 27 Jul 2026.