CGT
FFWM

Capital Guardian Trust’s First Foundation Inc FFWM Stock Holding History

Capital Guardian Trust’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
2017
Q2 		– Sell
-20,000
Closed -$310K – 320
2017
Q1 		$310K Hold
20,000
– – ﹤0.01% 292
2016
Q4 		$285K Hold
20,000
– – ﹤0.01% 307
2016
Q3 		$247K Hold
20,000
– – ﹤0.01% 308
2016
Q2 		$215K Hold
20,000
– – ﹤0.01% 319
2016
Q1 		$224K Buy
+20,000
New +$220K ﹤0.01% 323

Other funds holding FFWM

BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
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
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EM
Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Capital Guardian Trust's FFWM Position: Q2 2017 in Review

Capital Guardian Trust sold out of First Foundation Inc (FFWM) in Q2 2017, closing a stake of 20,000 shares — an estimated $310K sold.

Capital Guardian Trust first reported a position in FFWM in Q1 2016 and held it in 5 quarters. The position peaked at $310K in Q1 2017. 85 funds tracked by Wall St. Rank hold FFWM as of Q2 2017.

  • Capital Guardian Trust reported no remaining First Foundation Inc position as of Q2 2017 after selling out during the quarter.
  • Capital Guardian Trust sold 20,000 First Foundation Inc shares in Q2 2017, an estimated $310K.
  • Capital Guardian Trust first reported a position in First Foundation Inc in Q1 2016 and held it in 5 quarters.
  • Capital Guardian Trust's First Foundation Inc position peaked at $310K in Q1 2017.
  • 85 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2017.

Based on Capital Guardian Trust's 13F filing for Q2 2017, filed 14 Aug 2017.