HCS
FFWM

Harvest Capital Strategies’s First Foundation Inc FFWM Stock Holding History

Harvest Capital Strategies’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
Q3 		– Sell
-39,300
Closed -$422K – 72
2016
Q2 		$422K Sell
39,300
-40,794
-51% -$451K 0.06% 72
2016
Q1 		$898K Sell
80,094
-30,400
-28% -$334K 0.11% 77
2015
Q4 		$1.3M Sell
110,494
-11,990
-10% -$140K 0.18% 72
2015
Q3 		$1.4M Buy
+122,484
New +$1.32M 0.25% 79

Other funds holding FFWM

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
EM
Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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 $537M AUM 17.34% 1-Year Est. Return

Harvest Capital Strategies's FFWM Position: Q3 2016 in Review

Harvest Capital Strategies sold out of First Foundation Inc (FFWM) in Q3 2016, closing a stake of 39,300 shares — an estimated $422K sold.

Harvest Capital Strategies first reported a position in FFWM in Q3 2015 and held it in 4 quarters. The position peaked at $1.4M in Q3 2015. 69 funds tracked by Wall St. Rank hold FFWM as of Q3 2016.

  • Harvest Capital Strategies reported no remaining First Foundation Inc position as of Q3 2016 after selling out during the quarter.
  • Harvest Capital Strategies sold 39,300 First Foundation Inc shares in Q3 2016, an estimated $422K.
  • Harvest Capital Strategies first reported a position in First Foundation Inc in Q3 2015 and held it in 4 quarters.
  • Harvest Capital Strategies's First Foundation Inc position peaked at $1.4M in Q3 2015.
  • 69 funds tracked by Wall St. Rank held First Foundation Inc as of Q3 2016.

Based on Harvest Capital Strategies's 13F filing for Q3 2016, filed 14 Nov 2016.