RAFFA WEALTH MANAGEMENT, LLC’s First Bancorp FBP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-80	Closed	-$529	–	533
2016 Q4	$529	Hold	80	–	–	﹤0.01%	738
2016 Q3	$416	Hold	80	–	–	﹤0.01%	785
2016 Q2	$318	Hold	80	–	–	﹤0.01%	821
2016 Q1	$234	Hold	80	–	–	﹤0.01%	821
2015 Q4	$260	Hold	80	–	–	﹤0.01%	813
2015 Q3	$285	Hold	80	–	–	﹤0.01%	803
2015 Q2	$386	Buy	+80	New	+$504	﹤0.01%	784

Other funds holding FBP

THLTP

Thomas H. Lee (THL) Partners Boston, Massachusetts $205M AUM 1.84% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

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

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

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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

RAFFA WEALTH MANAGEMENT, LLC sold out of First Bancorp (FBP) in Q1 2017, closing a stake of 80 shares — an estimated $529 sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in FBP in Q2 2015 and held it in 7 quarters. The position peaked at $529 in Q4 2016. 183 funds tracked by Wall St. Rank hold FBP as of Q1 2017.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining First Bancorp position as of Q1 2017 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 80 First Bancorp shares in Q1 2017, an estimated $529.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in First Bancorp in Q2 2015 and held it in 7 quarters.
RAFFA WEALTH MANAGEMENT, LLC's First Bancorp position peaked at $529 in Q4 2016.
183 funds tracked by Wall St. Rank held First Bancorp as of Q1 2017.

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