CA
FFWM

Capital Advantage’s First Foundation Inc FFWM Stock Holding History

Capital Advantage’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 		$144K Buy
+10,631
New +$154K 0.05% 76
2018
Q4 		– Sell
-10,089
Closed -$158K – 76
2018
Q3 		$158K Sell
10,089
-2,000
-17% -$33.7K 0.04% 79
2018
Q2 		$224K Sell
12,089
-492
-4% -$9.32K 0.05% 74
2018
Q1 		$233K Buy
+12,581
New +$236K 0.06% 65

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 $552B AUM 44.19% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 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

Capital Advantage's FFWM Position: Q1 2019 in Review

Capital Advantage opened a new position in First Foundation Inc (FFWM) in Q1 2019: 10,631 shares worth $144K. The stake represents 0.05% of the portfolio and ranks #76 among its holdings. This is a return to the name: Capital Advantage previously reported a position in FFWM as recently as Q3 2018.

Capital Advantage first reported a position in FFWM in Q1 2018 and has held it in 4 quarters since. The position peaked at $233K in Q1 2018. 101 funds tracked by Wall St. Rank hold FFWM as of Q1 2019.

  • Capital Advantage held 10,631 shares of First Foundation Inc worth $144K as of Q1 2019.
  • First Foundation Inc was a new Capital Advantage position in Q1 2019.
  • First Foundation Inc made up 0.05% of Capital Advantage's portfolio in Q1 2019, its #76 holding.
  • Capital Advantage first reported a position in First Foundation Inc in Q1 2018 and has held it in 4 quarters since.
  • Capital Advantage's First Foundation Inc position peaked at $233K in Q1 2018.
  • 101 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2019.

Based on Capital Advantage's 13F filing for Q1 2019, filed 10 May 2019.