ACB
FFWM

Aristotle Capital Boston’s First Foundation Inc FFWM Stock Holding History

Aristotle Capital Boston’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
2016
Q4 		– Sell
-255,948
Closed -$3.16M – 129
2016
Q3 		$3.16M Buy
255,948
+12,796
+5% +$153K 0.56% 85
2016
Q2 		$2.61M Buy
243,152
+65,084
+37% +$720K 0.51% 86
2016
Q1 		$2M Buy
178,068
+48,442
+37% +$533K 0.4% 91
2015
Q4 		$1.53M Buy
129,626
+20,716
+19% +$242K 0.31% 97
2015
Q3 		$1.24M Buy
+108,910
New +$1.17M 0.3% 96

Other funds holding FFWM

MCA
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

Aristotle Capital Boston's FFWM Position: Q4 2016 in Review

Aristotle Capital Boston sold out of First Foundation Inc (FFWM) in Q4 2016, closing a stake of 255,948 shares — an estimated $3.16M sold.

Aristotle Capital Boston first reported a position in FFWM in Q3 2015 and held it in 5 quarters. The position peaked at $3.16M in Q3 2016. 79 funds tracked by Wall St. Rank hold FFWM as of Q4 2016.

  • Aristotle Capital Boston reported no remaining First Foundation Inc position as of Q4 2016 after selling out during the quarter.
  • Aristotle Capital Boston sold 255,948 First Foundation Inc shares in Q4 2016, an estimated $3.16M.
  • Aristotle Capital Boston first reported a position in First Foundation Inc in Q3 2015 and held it in 5 quarters.
  • Aristotle Capital Boston's First Foundation Inc position peaked at $3.16M in Q3 2016.
  • 79 funds tracked by Wall St. Rank held First Foundation Inc as of Q4 2016.

Based on Aristotle Capital Boston's 13F filing for Q4 2016, filed 14 Feb 2017.