Integrated Wealth Management (Palm Desert)’s First Foundation Inc FFWM Stock Holding History

Integrated Wealth Management (Palm Desert)’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	-4,568	Closed	-$56K	–	498
2016 Q3	$56K	Hold	4,568	–	–	0.02%	394
2016 Q2	$49K	Buy	4,568 +4,320	+1,742%	+$47.8K	0.02%	410
2016 Q1	$3K	Hold	248	–	–	﹤0.01%	930
2015 Q4	$3K	Hold	248	–	–	﹤0.01%	1014
2015 Q3	$3K	Hold	248	–	–	﹤0.01%	1025
2015 Q2	$2K	Hold	248	–	–	﹤0.01%	1129
2015 Q1	$2K	Buy	+248	New	+$2.25K	﹤0.01%	1089

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

Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

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 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

Integrated Wealth Management (Palm Desert)'s FFWM Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of First Foundation Inc (FFWM) in Q4 2016, closing a stake of 4,568 shares — an estimated $56K sold.

Integrated Wealth Management (Palm Desert) first reported a position in FFWM in Q1 2015 and held it in 7 quarters. The position peaked at $56K in Q3 2016. 79 funds tracked by Wall St. Rank hold FFWM as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining First Foundation Inc position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 4,568 First Foundation Inc shares in Q4 2016, an estimated $56K.
Integrated Wealth Management (Palm Desert) first reported a position in First Foundation Inc in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s First Foundation Inc position peaked at $56K in Q3 2016.
79 funds tracked by Wall St. Rank held First Foundation Inc as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.