RAFFA WEALTH MANAGEMENT, LLC’s Quaker Houghton KWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-17	Closed	-$2.47K	–	335
2017 Q2	$2.47K	Hold	17	–	–	﹤0.01%	268
2017 Q1	$2.24K	Sell	17 -7	-29%	-$915	﹤0.01%	255
2016 Q4	$3.07K	Hold	24	–	–	﹤0.01%	247
2016 Q3	$2.54K	Hold	24	–	–	﹤0.01%	260
2016 Q2	$2.14K	Hold	24	–	–	﹤0.01%	267
2016 Q1	$2.04K	Hold	24	–	–	﹤0.01%	268
2015 Q4	$1.85K	Hold	24	–	–	﹤0.01%	272
2015 Q3	$1.85K	Hold	24	–	–	﹤0.01%	286
2015 Q2	$2.13K	Hold	24	–	–	﹤0.01%	265
2015 Q1	$2.06K	Hold	24	–	–	﹤0.01%	265
2014 Q4	$2.21K	Hold	24	–	–	﹤0.01%	245
2014 Q3	$1.72K	Buy	24 +12	+100%	+$899	﹤0.01%	268
2014 Q2	$921	Hold	12	–	–	﹤0.01%	254
2014 Q1	$946	Sell	12 -12	-50%	-$892	﹤0.01%	251
2013 Q4	$2.21K	Buy	+24	New	+$1.84K	﹤0.01%	245

Other funds holding KWR

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

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's KWR Position: Q3 2017 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Quaker Houghton (KWR) in Q3 2017, closing a stake of 17 shares — an estimated $2.47K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in KWR in Q4 2013 and held it in 15 quarters. The position peaked at $3.07K in Q4 2016. 181 funds tracked by Wall St. Rank hold KWR as of Q3 2017.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining Quaker Houghton position as of Q3 2017 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 17 Quaker Houghton shares in Q3 2017, an estimated $2.47K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Quaker Houghton in Q4 2013 and held it in 15 quarters.
RAFFA WEALTH MANAGEMENT, LLC's Quaker Houghton position peaked at $3.07K in Q4 2016.
181 funds tracked by Wall St. Rank held Quaker Houghton as of Q3 2017.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q3 2017, filed 27 Jul 2026.