BPM
FFWM

Bowling Portfolio Management’s First Foundation Inc FFWM Stock Holding History

Bowling Portfolio 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
2020
Q4 		– Sell
-17,291
Closed -$226K – 275
2020
Q3 		$226K Buy
+17,291
New +$262K 0.05% 359

Other funds holding FFWM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 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

Bowling Portfolio Management's FFWM Position: Q4 2020 in Review

Bowling Portfolio Management sold out of First Foundation Inc (FFWM) in Q4 2020, closing a stake of 17,291 shares — an estimated $226K sold.

Bowling Portfolio Management first reported a position in FFWM in Q3 2020 and held it in 1 quarter. The position peaked at $226K in Q3 2020. 132 funds tracked by Wall St. Rank hold FFWM as of Q4 2020.

  • Bowling Portfolio Management reported no remaining First Foundation Inc position as of Q4 2020 after selling out during the quarter.
  • Bowling Portfolio Management sold 17,291 First Foundation Inc shares in Q4 2020, an estimated $226K.
  • Bowling Portfolio Management first reported a position in First Foundation Inc in Q3 2020 and held it in 1 quarter.
  • Bowling Portfolio Management's First Foundation Inc position peaked at $226K in Q3 2020.
  • 132 funds tracked by Wall St. Rank held First Foundation Inc as of Q4 2020.

Based on Bowling Portfolio Management's 13F filing for Q4 2020, filed 15 Jan 2021.