Ferguson Wellman Capital Management’s First Foundation Inc FFWM Stock Holding History

Ferguson Wellman Capital 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
2020 Q1	–	Sell	-17,810	Closed	-$310K	–	326
2019 Q4	$310K	Hold	17,810	–	–	0.01%	302
2019 Q3	$272K	Sell	17,810 -770	-4%	-$11.1K	0.01%	309
2019 Q2	$250K	Hold	18,580	–	–	0.01%	304
2019 Q1	$252K	Hold	18,580	–	–	0.01%	311
2018 Q4	$239K	Buy	+18,580	New	+$280K	0.01%	305

Other funds holding FFWM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

BFC

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

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ferguson Wellman Capital Management's FFWM Position: Q1 2020 in Review

Ferguson Wellman Capital Management sold out of First Foundation Inc (FFWM) in Q1 2020, closing a stake of 17,810 shares — an estimated $310K sold.

Ferguson Wellman Capital Management first reported a position in FFWM in Q4 2018 and held it in 5 quarters. The position peaked at $310K in Q4 2019. 108 funds tracked by Wall St. Rank hold FFWM as of Q1 2020.

Ferguson Wellman Capital Management reported no remaining First Foundation Inc position as of Q1 2020 after selling out during the quarter.
Ferguson Wellman Capital Management sold 17,810 First Foundation Inc shares in Q1 2020, an estimated $310K.
Ferguson Wellman Capital Management first reported a position in First Foundation Inc in Q4 2018 and held it in 5 quarters.
Ferguson Wellman Capital Management's First Foundation Inc position peaked at $310K in Q4 2019.
108 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2020.

Based on Ferguson Wellman Capital Management's 13F filing for Q1 2020, filed 21 Apr 2020.