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Hillsdale Investment Management’s First Western Financial MYFW Stock Holding History

Hillsdale Investment Management’s Portfolio MYFW Stock Details MYFW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,900
Closed -$37K – 639
2020
Q4 		$37K Buy
+1,900
New +$30.9K ﹤0.01% 453

Other funds holding MYFW

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Hillsdale Investment Management's MYFW Position: Q1 2021 in Review

Hillsdale Investment Management sold out of First Western Financial (MYFW) in Q1 2021, closing a stake of 1,900 shares — an estimated $37K sold.

Hillsdale Investment Management first reported a position in MYFW in Q4 2020 and held it in 1 quarter. The position peaked at $37K in Q4 2020. 56 funds tracked by Wall St. Rank hold MYFW as of Q1 2021.

  • Hillsdale Investment Management reported no remaining First Western Financial position as of Q1 2021 after selling out during the quarter.
  • Hillsdale Investment Management sold 1,900 First Western Financial shares in Q1 2021, an estimated $37K.
  • Hillsdale Investment Management first reported a position in First Western Financial in Q4 2020 and held it in 1 quarter.
  • Hillsdale Investment Management's First Western Financial position peaked at $37K in Q4 2020.
  • 56 funds tracked by Wall St. Rank held First Western Financial as of Q1 2021.

Based on Hillsdale Investment Management's 13F filing for Q1 2021, filed 22 Apr 2021.