AWCI
FFWM

Alpine Woods Capital Investors’s First Foundation Inc FFWM Stock Holding History

Alpine Woods Capital Investors’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
Q4 		– Sell
-15,895
Closed -$248K – 287
2018
Q3 		$248K Buy
+15,895
New +$268K 0.05% 219

Other funds holding FFWM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
EM
Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Alpine Woods Capital Investors's FFWM Position: Q4 2018 in Review

Alpine Woods Capital Investors sold out of First Foundation Inc (FFWM) in Q4 2018, closing a stake of 15,895 shares — an estimated $248K sold.

Alpine Woods Capital Investors first reported a position in FFWM in Q3 2018 and held it in 1 quarter. The position peaked at $248K in Q3 2018. 96 funds tracked by Wall St. Rank hold FFWM as of Q4 2018.

  • Alpine Woods Capital Investors reported no remaining First Foundation Inc position as of Q4 2018 after selling out during the quarter.
  • Alpine Woods Capital Investors sold 15,895 First Foundation Inc shares in Q4 2018, an estimated $248K.
  • Alpine Woods Capital Investors first reported a position in First Foundation Inc in Q3 2018 and held it in 1 quarter.
  • Alpine Woods Capital Investors's First Foundation Inc position peaked at $248K in Q3 2018.
  • 96 funds tracked by Wall St. Rank held First Foundation Inc as of Q4 2018.

Based on Alpine Woods Capital Investors's 13F filing for Q4 2018, filed 13 Feb 2019.