LTFS
FFWM

Ladenburg Thalmann Financial Services’s First Foundation Inc FFWM Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$183K Hold
10,500
– – ﹤0.01% 2574
2019
Q3 		$160K Hold
10,500
– – ﹤0.01% 2621
2019
Q2 		$141K Hold
10,500
– – ﹤0.01% 2721
2019
Q1 		$142K Buy
+10,500
New +$152K ﹤0.01% 2649
2017
Q3 		– Sell
-472
Closed -$8K – 4952
2017
Q2 		$8K Sell
472
-24,334
-98% -$388K ﹤0.01% 4130
2017
Q1 		$385K Sell
24,806
-5,884
-19% -$90K ﹤0.01% 1468
2016
Q4 		$437K Buy
30,690
+1,776
+6% +$23.6K 0.01% 1345
2016
Q3 		$357K Hold
28,914
– – 0.01% 1377
2016
Q2 		$311K Buy
28,914
+3,098
+12% +$34.3K 0.01% 1391
2016
Q1 		$290K Buy
25,816
+2,862
+12% +$31.5K 0.01% 1366
2015
Q4 		$271K Buy
22,954
+7,210
+46% +$84.1K 0.01% 1372
2015
Q3 		$179K Hold
15,744
– – ﹤0.01% 1549
2015
Q2 		$154K Buy
15,744
+2,100
+15% +$19.9K ﹤0.01% 1795
2015
Q1 		$135K Buy
13,644
+9,276
+212% +$84.1K ﹤0.01% 1863
2014
Q4 		$40K Buy
+4,368
New +$40.6K ﹤0.01% 2498

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
EM
Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ladenburg Thalmann Financial Services's FFWM Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services held its First Foundation Inc (FFWM) position steady in Q4 2019 at 10,500 shares worth $183K. The position accounts for ﹤0.01% of the portfolio, ranked #2574.

Ladenburg Thalmann Financial Services first reported a position in FFWM in Q4 2014 and has held it in 15 quarters since. The position peaked at $437K in Q4 2016. 109 funds tracked by Wall St. Rank hold FFWM as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 10,500 shares of First Foundation Inc worth $183K as of Q4 2019.
  • Ladenburg Thalmann Financial Services left its First Foundation Inc share count unchanged in Q4 2019.
  • First Foundation Inc made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2574 holding.
  • Ladenburg Thalmann Financial Services first reported a position in First Foundation Inc in Q4 2014 and has held it in 15 quarters since.
  • Ladenburg Thalmann Financial Services's First Foundation Inc position peaked at $437K in Q4 2016.
  • 109 funds tracked by Wall St. Rank held First Foundation Inc as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.