FG
FFWM

FSI Group’s First Foundation Inc FFWM Stock Holding History

FSI Group’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
2016
Q4 		– Sell
-121,772
Closed -$1.5M – 52
2016
Q3 		$1.5M Sell
121,772
-115,400
-49% -$1.38M 0.83% 32
2016
Q2 		$2.55M Sell
237,172
-118,870
-33% -$1.32M 1.56% 15
2016
Q1 		$3.99M Sell
356,042
-7,048
-2% -$77.5K 1.97% 11
2015
Q4 		$4.28M Sell
363,090
-6,680
-2% -$77.9K 1.75% 17
2015
Q3 		$4.21M Buy
+369,770
New +$3.98M 1.86% 16

Other funds holding FFWM

MCA
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EM
Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

FSI Group's FFWM Position: Q4 2016 in Review

FSI Group sold out of First Foundation Inc (FFWM) in Q4 2016, closing a stake of 121,772 shares — an estimated $1.5M sold.

FSI Group first reported a position in FFWM in Q3 2015 and held it in 5 quarters. The position peaked at $4.28M in Q4 2015. 79 funds tracked by Wall St. Rank hold FFWM as of Q4 2016.

  • FSI Group reported no remaining First Foundation Inc position as of Q4 2016 after selling out during the quarter.
  • FSI Group sold 121,772 First Foundation Inc shares in Q4 2016, an estimated $1.5M.
  • FSI Group first reported a position in First Foundation Inc in Q3 2015 and held it in 5 quarters.
  • FSI Group's First Foundation Inc position peaked at $4.28M in Q4 2015.
  • 79 funds tracked by Wall St. Rank held First Foundation Inc as of Q4 2016.

Based on FSI Group's 13F filing for Q4 2016, filed 8 Feb 2017.