RWML
VRN

RAFFA WEALTH MANAGEMENT, LLC’s Veren VRN Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’s Portfolio VRN Stock Details VRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-33
Closed -$448 – 867
2016
Q4 		$448 Buy
33
+7
+27% +$90 ﹤0.01% 793
2016
Q3 		$343 Hold
26
– – ﹤0.01% 828
2016
Q2 		$411 Buy
26
+5
+24% +$80 ﹤0.01% 756
2016
Q1 		$291 Hold
21
– – ﹤0.01% 805
2015
Q4 		$245 Hold
21
– – ﹤0.01% 818
2015
Q3 		$240 Hold
21
– – ﹤0.01% 817
2015
Q2 		$430 Sell
21
-1
-5% -$23 ﹤0.01% 766
2015
Q1 		$469 Buy
+22
New +$502 ﹤0.01% 739

Other funds holding VRN

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
SI
Sentry Investments Toronto, Ontario, Canada $6.7B AUM 3.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

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

RAFFA WEALTH MANAGEMENT, LLC sold out of Veren (VRN) in Q1 2017, closing a stake of 33 shares — an estimated $448 sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in VRN in Q1 2015 and held it in 8 quarters. The position peaked at $469 in Q1 2015. 170 funds tracked by Wall St. Rank hold VRN as of Q1 2017.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining Veren position as of Q1 2017 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 33 Veren shares in Q1 2017, an estimated $448.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Veren in Q1 2015 and held it in 8 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's Veren position peaked at $469 in Q1 2015.
  • 170 funds tracked by Wall St. Rank held Veren as of Q1 2017.

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