Brown Advisory
FFWM

Brown Advisory’s First Foundation Inc FFWM Stock Holding History

Brown Advisory’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
Q2 		– Sell
-24,330
Closed -$330K – 1106
2019
Q1 		$330K Hold
24,330
– – ﹤0.01% 1096
2018
Q4 		$313K Hold
24,330
– – ﹤0.01% 1061
2018
Q3 		$380K Hold
24,330
– – ﹤0.01% 1081
2018
Q2 		$451K Hold
24,330
– – ﹤0.01% 1001
2018
Q1 		$451K Hold
24,330
– – ﹤0.01% 858
2017
Q4 		$451K Hold
24,330
– – ﹤0.01% 903
2017
Q3 		$435K Hold
24,330
– – ﹤0.01% 883
2017
Q2 		$400K Hold
24,330
– – ﹤0.01% 917
2017
Q1 		$377K Hold
24,330
– – ﹤0.01% 896
2016
Q4 		$347K Buy
24,330
+3,800
+19% +$50.6K ﹤0.01% 884
2016
Q3 		$253K Buy
+20,530
New +$245K ﹤0.01% 935

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
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 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
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

Brown Advisory's FFWM Position: Q2 2019 in Review

Brown Advisory sold out of First Foundation Inc (FFWM) in Q2 2019, closing a stake of 24,330 shares — an estimated $330K sold.

Brown Advisory first reported a position in FFWM in Q3 2016 and held it in 11 quarters. The position peaked at $451K in Q2 2018. 93 funds tracked by Wall St. Rank hold FFWM as of Q2 2019.

  • Brown Advisory reported no remaining First Foundation Inc position as of Q2 2019 after selling out during the quarter.
  • Brown Advisory sold 24,330 First Foundation Inc shares in Q2 2019, an estimated $330K.
  • Brown Advisory first reported a position in First Foundation Inc in Q3 2016 and held it in 11 quarters.
  • Brown Advisory's First Foundation Inc position peaked at $451K in Q2 2018.
  • 93 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2019.

Based on Brown Advisory's 13F filing for Q2 2019, filed 12 Aug 2019.