AIM
FFWM

Assured Investment Management’s First Foundation Inc FFWM Stock Holding History

Assured Investment Management’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
2019
Q1 		– Sell
-983
Closed -$13K – 1206
2018
Q4 		$13K Buy
+983
New +$14.8K ﹤0.01% 1078

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 $481B AUM 30.42% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Assured Investment Management's FFWM Position: Q1 2019 in Review

Assured Investment Management sold out of First Foundation Inc (FFWM) in Q1 2019, closing a stake of 983 shares — an estimated $13K sold.

Assured Investment Management first reported a position in FFWM in Q4 2018 and held it in 1 quarter. The position peaked at $13K in Q4 2018. 101 funds tracked by Wall St. Rank hold FFWM as of Q1 2019.

  • Assured Investment Management reported no remaining First Foundation Inc position as of Q1 2019 after selling out during the quarter.
  • Assured Investment Management sold 983 First Foundation Inc shares in Q1 2019, an estimated $13K.
  • Assured Investment Management first reported a position in First Foundation Inc in Q4 2018 and held it in 1 quarter.
  • Assured Investment Management's First Foundation Inc position peaked at $13K in Q4 2018.
  • 101 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2019.

Based on Assured Investment Management's 13F filing for Q1 2019, filed 16 May 2019.