FFA
BC icon

First Foundation Advisors’s Brunswick BC Stock Holding History

First Foundation Advisors’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-8,221
Closed -$627K – 419
2020
Q4 		$627K Sell
8,221
-273
-3% -$19.3K 0.03% 242
2020
Q3 		$500K Sell
8,494
-120
-1% -$7.66K 0.02% 237
2020
Q2 		$551K Sell
8,614
-2,486
-22% -$124K 0.03% 223
2020
Q1 		$393K Buy
11,100
+1,937
+21% +$103K 0.02% 251
2019
Q4 		$550K Buy
9,163
+2,841
+45% +$164K 0.03% 234
2019
Q3 		$330K Buy
+6,322
New +$302K 0.02% 275

Other funds holding BC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

First Foundation Advisors's BC Position: Q1 2021 in Review

First Foundation Advisors sold out of Brunswick (BC) in Q1 2021, closing a stake of 8,221 shares — an estimated $627K sold.

First Foundation Advisors first reported a position in BC in Q3 2019 and held it in 6 quarters. The position peaked at $627K in Q4 2020. 405 funds tracked by Wall St. Rank hold BC as of Q1 2021.

  • First Foundation Advisors reported no remaining Brunswick position as of Q1 2021 after selling out during the quarter.
  • First Foundation Advisors sold 8,221 Brunswick shares in Q1 2021, an estimated $627K.
  • First Foundation Advisors first reported a position in Brunswick in Q3 2019 and held it in 6 quarters.
  • First Foundation Advisors's Brunswick position peaked at $627K in Q4 2020.
  • 405 funds tracked by Wall St. Rank held Brunswick as of Q1 2021.

Based on First Foundation Advisors's 13F filing for Q1 2021, filed 18 May 2021.