RAFFA WEALTH MANAGEMENT, LLC’s Banner Corp BANR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-12	Closed	-$670	–	418
2016 Q4	$670	Hold	12	–	–	﹤0.01%	607
2016 Q3	$525	Hold	12	–	–	﹤0.01%	698
2016 Q2	$510	Sell	12 -3	-20%	-$128	﹤0.01%	682
2016 Q1	$631	Hold	15	–	–	﹤0.01%	584
2015 Q4	$688	Hold	15	–	–	﹤0.01%	521
2015 Q3	$717	Hold	15	–	–	﹤0.01%	499
2015 Q2	$719	Hold	15	–	–	﹤0.01%	499
2015 Q1	$689	Hold	15	–	–	﹤0.01%	537
2014 Q4	$645	Hold	15	–	–	﹤0.01%	541
2014 Q3	$577	Buy	+15	New	+$588	﹤0.01%	545
2014 Q1	–	Sell	-15	Closed	-$645	–	311
2013 Q4	$645	Buy	+15	New	+$606	﹤0.01%	541

Other funds holding BANR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PIM

Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's BANR Position: Q1 2017 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Banner Corp (BANR) in Q1 2017, closing a stake of 12 shares — an estimated $670 sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in BANR in Q4 2013 and held it in 11 quarters. The position peaked at $719 in Q2 2015. 171 funds tracked by Wall St. Rank hold BANR as of Q1 2017.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining Banner Corp position as of Q1 2017 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 12 Banner Corp shares in Q1 2017, an estimated $670.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Banner Corp in Q4 2013 and held it in 11 quarters.
RAFFA WEALTH MANAGEMENT, LLC's Banner Corp position peaked at $719 in Q2 2015.
171 funds tracked by Wall St. Rank held Banner Corp as of Q1 2017.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2017, filed 27 Jul 2026.