EMFAT
FFWM

Emerald Mutual Fund Advisers Trust’s First Foundation Inc FFWM Stock Holding History

Emerald Mutual Fund Advisers 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
2024
Q2 		– Sell
-201,068
Closed -$1.52M – 230
2024
Q1 		$1.52M Sell
201,068
-39,885
-17% -$341K 0.08% 129
2023
Q4 		$2.33M Sell
240,953
-111,076
-32% -$708K 0.12% 123
2023
Q3 		$2.14M Buy
+352,029
New +$2.32M 0.13% 117
2023
Q1 		– Sell
-15,513
Closed -$222K – 236
2022
Q4 		$222K Sell
15,513
-64,517
-81% -$999K 0.01% 171
2022
Q3 		$1.45M Sell
80,030
-124,977
-61% -$2.48M 0.09% 142
2022
Q2 		$4.2M Hold
205,007
– – 0.24% 113
2022
Q1 		$4.98M Sell
205,007
-22,193
-10% -$577K 0.22% 122
2021
Q4 		$5.65M Buy
227,200
+147,170
+184% +$3.92M 0.2% 124
2021
Q3 		$2.1M Hold
80,030
– – 0.07% 159
2021
Q2 		$1.8M Buy
+80,030
New +$1.92M 0.06% 169
2020
Q2 		– Sell
-26,750
Closed -$273K – 321
2020
Q1 		$273K Buy
+26,750
New +$395K 0.02% 204
2019
Q1 		– Sell
-145,799
Closed -$1.88M – 216
2018
Q4 		$1.88M Sell
145,799
-106,504
-42% -$1.61M 0.09% 186
2018
Q3 		$3.94M Sell
252,303
-686,756
-73% -$11.6M 0.13% 182
2018
Q2 		$17.4M Buy
939,059
+55,610
+6% +$1.05M 0.63% 55
2018
Q1 		$16.4M Buy
883,449
+305,344
+53% +$5.72M 0.64% 53
2017
Q4 		$10.7M Hold
578,105
– – 0.43% 83
2017
Q3 		$10.3M Hold
578,105
– – 0.43% 83
2017
Q2 		$9.5M Buy
578,105
+294,031
+104% +$4.69M 0.41% 86
2017
Q1 		$4.41M Hold
284,074
– – 0.2% 141
2016
Q4 		$4.05M Hold
284,074
– – 0.19% 141
2016
Q3 		$3.5M Hold
284,074
– – 0.18% 144
2016
Q2 		$3.05M Sell
284,074
-136,798
-33% -$1.51M 0.17% 149
2016
Q1 		$4.72M Hold
420,872
– – 0.27% 119
2015
Q4 		$4.96M Buy
420,872
+137,422
+48% +$1.6M 0.26% 118
2015
Q3 		$3.23M Buy
+283,450
New +$3.05M 0.21% 134

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
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $331M AUM 34.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $143M AUM 32.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's FFWM Position: Q2 2024 in Review

Emerald Mutual Fund Advisers Trust sold out of First Foundation Inc (FFWM) in Q2 2024, closing a stake of 201,068 shares — an estimated $1.52M sold.

Emerald Mutual Fund Advisers Trust first reported a position in FFWM in Q3 2015 and held it in 25 quarters. The position peaked at $17.4M in Q2 2018. 155 funds tracked by Wall St. Rank hold FFWM as of Q2 2024.

  • Emerald Mutual Fund Advisers Trust reported no remaining First Foundation Inc position as of Q2 2024 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 201,068 First Foundation Inc shares in Q2 2024, an estimated $1.52M.
  • Emerald Mutual Fund Advisers Trust first reported a position in First Foundation Inc in Q3 2015 and held it in 25 quarters.
  • Emerald Mutual Fund Advisers Trust's First Foundation Inc position peaked at $17.4M in Q2 2018.
  • 155 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2024.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q2 2024, filed 6 Aug 2024.