ADEF
FFWM

Adams Diversified Equity Fund’s First Foundation Inc FFWM Stock Holding History

Adams Diversified Equity Fund’s Portfolio FFWM Stock Details FFWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-43,500
Closed -$806K – 219
2017
Q4 		$806K Buy
+43,500
New +$803K 0.04% 133

Other funds holding FFWM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
EM
Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Adams Diversified Equity Fund's FFWM Position: Q1 2018 in Review

Adams Diversified Equity Fund sold out of First Foundation Inc (FFWM) in Q1 2018, closing a stake of 43,500 shares — an estimated $806K sold.

Adams Diversified Equity Fund first reported a position in FFWM in Q4 2017 and held it in 1 quarter. The position peaked at $806K in Q4 2017. 89 funds tracked by Wall St. Rank hold FFWM as of Q1 2018.

  • Adams Diversified Equity Fund reported no remaining First Foundation Inc position as of Q1 2018 after selling out during the quarter.
  • Adams Diversified Equity Fund sold 43,500 First Foundation Inc shares in Q1 2018, an estimated $806K.
  • Adams Diversified Equity Fund first reported a position in First Foundation Inc in Q4 2017 and held it in 1 quarter.
  • Adams Diversified Equity Fund's First Foundation Inc position peaked at $806K in Q4 2017.
  • 89 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2018.

Based on Adams Diversified Equity Fund's 13F filing for Q1 2018, filed 27 Apr 2018.