EWM
FFWM

Edge Wealth Management’s First Foundation Inc FFWM Stock Holding History

Edge Wealth Management’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 		– Sell
-2,300
Closed -$30K – 572
2018
Q4 		$30K Hold
2,300
– – 0.01% 288
2018
Q3 		$36K Buy
+2,300
New +$38.7K 0.01% 292

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
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 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 $481B AUM 30.42% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Edge Wealth Management's FFWM Position: Q1 2019 in Review

Edge Wealth Management sold out of First Foundation Inc (FFWM) in Q1 2019, closing a stake of 2,300 shares — an estimated $30K sold.

Edge Wealth Management first reported a position in FFWM in Q3 2018 and held it in 2 quarters. The position peaked at $36K in Q3 2018. 101 funds tracked by Wall St. Rank hold FFWM as of Q1 2019.

  • Edge Wealth Management reported no remaining First Foundation Inc position as of Q1 2019 after selling out during the quarter.
  • Edge Wealth Management sold 2,300 First Foundation Inc shares in Q1 2019, an estimated $30K.
  • Edge Wealth Management first reported a position in First Foundation Inc in Q3 2018 and held it in 2 quarters.
  • Edge Wealth Management's First Foundation Inc position peaked at $36K in Q3 2018.
  • 101 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2019.

Based on Edge Wealth Management's 13F filing for Q1 2019, filed 11 Apr 2019.