First Foundation Advisors’s Carter's CRI Stock Holding History

First Foundation Advisors’s Portfolio CRI Stock Details CRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-3,168	Closed	-$372K	–	327
2017 Q4	$372K	Sell	3,168 -4,074	-56%	-$422K	0.02%	247
2017 Q3	$715K	Buy	7,242 +2,603	+56%	+$232K	0.04%	168
2017 Q2	$413K	Buy	+4,639	New	+$408K	0.02%	220

Other funds holding CRI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

First Foundation Advisors's CRI Position: Q1 2018 in Review

First Foundation Advisors sold out of Carter's (CRI) in Q1 2018, closing a stake of 3,168 shares — an estimated $372K sold.

First Foundation Advisors first reported a position in CRI in Q2 2017 and held it in 3 quarters. The position peaked at $715K in Q3 2017. 384 funds tracked by Wall St. Rank hold CRI as of Q1 2018.

First Foundation Advisors reported no remaining Carter's position as of Q1 2018 after selling out during the quarter.
First Foundation Advisors sold 3,168 Carter's shares in Q1 2018, an estimated $372K.
First Foundation Advisors first reported a position in Carter's in Q2 2017 and held it in 3 quarters.
First Foundation Advisors's Carter's position peaked at $715K in Q3 2017.
384 funds tracked by Wall St. Rank held Carter's as of Q1 2018.

Based on First Foundation Advisors's 13F filing for Q1 2018, filed 15 May 2018.