BCA
FFWM

Berman Capital Advisors’s First Foundation Inc FFWM Stock Holding History

Berman Capital Advisors’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
2020
Q3 		– Sell
-76
Closed -$1K – 1648
2020
Q2 		$1K Buy
+76
New +$1.02K ﹤0.01% 1416

Other funds holding FFWM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berman Capital Advisors's FFWM Position: Q3 2020 in Review

Berman Capital Advisors sold out of First Foundation Inc (FFWM) in Q3 2020, closing a stake of 76 shares — an estimated $1K sold.

Berman Capital Advisors first reported a position in FFWM in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 137 funds tracked by Wall St. Rank hold FFWM as of Q3 2020.

  • Berman Capital Advisors reported no remaining First Foundation Inc position as of Q3 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 76 First Foundation Inc shares in Q3 2020, an estimated $1K.
  • Berman Capital Advisors first reported a position in First Foundation Inc in Q2 2020 and held it in 1 quarter.
  • Berman Capital Advisors's First Foundation Inc position peaked at $1K in Q2 2020.
  • 137 funds tracked by Wall St. Rank held First Foundation Inc as of Q3 2020.

Based on Berman Capital Advisors's 13F filing for Q3 2020, filed 5 Nov 2020.