GBBWRPM
FFWM

Genovese Burford & Brothers Wealth & Retirement Plan Management’s First Foundation Inc FFWM Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2018
Q3 		– Sell
-3,500
Closed -$65K – 178
2018
Q2 		$65K Sell
3,500
-4,427
-56% -$83.9K 0.02% 152
2018
Q1 		$147K Hold
7,927
– – 0.05% 93
2017
Q4 		$155K Buy
+7,927
New +$146K 0.41% 49

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
EM
Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's FFWM Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of First Foundation Inc (FFWM) in Q3 2018, closing a stake of 3,500 shares — an estimated $65K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in FFWM in Q4 2017 and held it in 3 quarters. The position peaked at $155K in Q4 2017. 94 funds tracked by Wall St. Rank hold FFWM as of Q3 2018.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining First Foundation Inc position as of Q3 2018 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 3,500 First Foundation Inc shares in Q3 2018, an estimated $65K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in First Foundation Inc in Q4 2017 and held it in 3 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's First Foundation Inc position peaked at $155K in Q4 2017.
  • 94 funds tracked by Wall St. Rank held First Foundation Inc as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.