Dalton, Greiner, Hartman, Maher & Co’s First Western Financial MYFW Stock Holding History

Dalton, Greiner, Hartman, Maher & Co’s Portfolio MYFW Stock Details MYFW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-14,255	Closed	-$357K	–	84
2021 Q1	$357K	Sell	14,255 -11,356	-44%	-$238K	0.28%	126
2020 Q4	$501K	Sell	25,611 -66,568	-72%	-$1.08M	0.11%	146
2020 Q3	$1.19M	Sell	92,179 -5,128	-5%	-$70.2K	0.2%	144
2020 Q2	$1.39M	Buy	97,307 +36,812	+61%	+$493K	0.14%	156
2020 Q1	$855K	Buy	60,495 +18,291	+43%	+$301K	0.09%	160
2019 Q4	$695K	Buy	+42,204	New	+$690K	0.05%	154

Other funds holding MYFW

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

EPCA

Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dalton, Greiner, Hartman, Maher & Co's MYFW Position: Q2 2021 in Review

Dalton, Greiner, Hartman, Maher & Co sold out of First Western Financial (MYFW) in Q2 2021, closing a stake of 14,255 shares — an estimated $357K sold.

Dalton, Greiner, Hartman, Maher & Co first reported a position in MYFW in Q4 2019 and held it in 6 quarters. The position peaked at $1.39M in Q2 2020. 50 funds tracked by Wall St. Rank hold MYFW as of Q2 2021.

Dalton, Greiner, Hartman, Maher & Co reported no remaining First Western Financial position as of Q2 2021 after selling out during the quarter.
Dalton, Greiner, Hartman, Maher & Co sold 14,255 First Western Financial shares in Q2 2021, an estimated $357K.
Dalton, Greiner, Hartman, Maher & Co first reported a position in First Western Financial in Q4 2019 and held it in 6 quarters.
Dalton, Greiner, Hartman, Maher & Co's First Western Financial position peaked at $1.39M in Q2 2020.
50 funds tracked by Wall St. Rank held First Western Financial as of Q2 2021.

Based on Dalton, Greiner, Hartman, Maher & Co's 13F filing for Q2 2021.