Cadence Capital Management’s First Foundation Inc FFWM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-121,569
| Closed | -$2.25M | – | 673 |
|
2018
Q2 | $2.25M | Buy |
121,569
+13,349
| +12% | +$248K | 0.13% | 200 |
|
2018
Q1 | $2.01M | Buy |
108,220
+1,473
| +1% | +$27.3K | 0.13% | 192 |
|
2017
Q4 | $1.98M | Buy |
106,747
+9,822
| +10% | +$182K | 0.13% | 192 |
|
2017
Q3 | $1.73M | Buy |
96,925
+4,661
| +5% | +$83.4K | 0.11% | 228 |
|
2017
Q2 | $1.52M | Buy |
92,264
+4,966
| +6% | +$81.6K | 0.11% | 243 |
|
2017
Q1 | $1.35M | Buy |
87,298
+3,650
| +4% | +$56.6K | 0.09% | 253 |
|
2016
Q4 | $1.19M | Buy |
83,648
+2,014
| +2% | +$28.7K | 0.08% | 304 |
|
2016
Q3 | $1.01M | Sell |
81,634
-578
| -0.7% | -$7.13K | 0.07% | 307 |
|
2016
Q2 | $884K | Buy |
82,212
+12,838
| +19% | +$138K | 0.07% | 317 |
|
2016
Q1 | $778K | Hold |
69,374
| – | – | 0.05% | 365 |
|
2015
Q4 | $818K | Buy |
+69,374
| New | +$818K | 0.05% | 357 |
|