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RAFFA WEALTH MANAGEMENT, LLC’s Evertec EVTC Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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

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WRF
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Wells Fargo
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SAS
Sarbit Advisory Services Winnipeg, Manitoba, Canada $294M AUM 0.68% 1-Year Est. Return
CI
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Wellington Management Group
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American Century Companies
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RAFFA WEALTH MANAGEMENT, LLC's EVTC Position: Q1 2015 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Evertec (EVTC) in Q1 2015, closing a stake of 27 shares — an estimated $598 sold.

RAFFA WEALTH MANAGEMENT, LLC 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, LLC reported no remaining Evertec position as of Q1 2015 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 27 Evertec shares in Q1 2015, an estimated $598.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Evertec in Q4 2013 and held it in 5 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC'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, LLC's 13F filing for Q1 2015, filed 27 Jul 2026.