RAFFA WEALTH MANAGEMENT, LLC’s Sonic Automotive SAH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-24	Closed	-$550	–	756
2016 Q4	$550	Hold	24	–	–	﹤0.01%	717
2016 Q3	$451	Hold	24	–	–	﹤0.01%	770
2016 Q2	$411	Hold	24	–	–	﹤0.01%	755
2016 Q1	$444	Hold	24	–	–	﹤0.01%	725
2015 Q4	$546	Hold	24	–	–	﹤0.01%	652
2015 Q3	$490	Hold	24	–	–	﹤0.01%	681
2015 Q2	$572	Hold	24	–	–	﹤0.01%	633
2015 Q1	$598	Hold	24	–	–	﹤0.01%	614
2014 Q4	$649	Hold	24	–	–	﹤0.01%	536
2014 Q3	$588	Buy	+24	New	+$598	﹤0.01%	533
2014 Q1	–	Sell	-24	Closed	-$649	–	637
2013 Q4	$649	Buy	+24	New	+$559	﹤0.01%	536

Other funds holding SAH

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

VFA

Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return

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

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

RAFFA WEALTH MANAGEMENT, LLC sold out of Sonic Automotive (SAH) in Q1 2017, closing a stake of 24 shares — an estimated $550 sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SAH in Q4 2013 and held it in 11 quarters. The position peaked at $649 in Q4 2014. 149 funds tracked by Wall St. Rank hold SAH as of Q1 2017.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining Sonic Automotive position as of Q1 2017 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 24 Sonic Automotive shares in Q1 2017, an estimated $550.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Sonic Automotive in Q4 2013 and held it in 11 quarters.
RAFFA WEALTH MANAGEMENT, LLC's Sonic Automotive position peaked at $649 in Q4 2014.
149 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2017.

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