MSL
FFWM

Mackay Shields LLC’s First Foundation Inc FFWM Stock Holding History

Mackay Shields LLC’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
2021
Q2 		– Sell
-68,810
Closed -$1.61M – 921
2021
Q1 		$1.61M Sell
68,810
-66,660
-49% -$1.49M 0.01% 850
2020
Q4 		$2.71M Buy
135,470
+400
+0.3% +$6.82K 0.02% 716
2020
Q3 		$1.77M Buy
135,070
+7,100
+6% +$108K 0.01% 843
2020
Q2 		$2.09M Sell
127,970
-72,300
-36% -$972K 0.02% 732
2020
Q1 		$2.05M Sell
200,270
-2,700
-1% -$39.9K 0.02% 655
2019
Q4 		$3.53M Sell
202,970
-34,300
-14% -$552K 0.02% 619
2019
Q3 		$3.62M Sell
237,270
-31,700
-12% -$455K 0.02% 646
2019
Q2 		$3.62M Buy
268,970
+163,860
+156% +$2.26M 0.02% 678
2019
Q1 		$1.43M Buy
105,110
+22,000
+26% +$318K 0.01% 863
2018
Q4 		$1.07M Sell
83,110
-32,500
-28% -$490K 0.01% 913
2018
Q3 		$1.81M Buy
115,610
+21,400
+23% +$361K 0.01% 728
2018
Q2 		$1.75M Buy
94,210
+6,100
+7% +$116K 0.01% 806
2018
Q1 		$1.63M Buy
+88,110
New +$1.65M 0.01% 845

Other funds holding FFWM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Mackay Shields LLC's FFWM Position: Q2 2021 in Review

Mackay Shields LLC sold out of First Foundation Inc (FFWM) in Q2 2021, closing a stake of 68,810 shares — an estimated $1.61M sold.

Mackay Shields LLC first reported a position in FFWM in Q1 2018 and held it in 13 quarters. The position peaked at $3.62M in Q3 2019. 150 funds tracked by Wall St. Rank hold FFWM as of Q2 2021.

  • Mackay Shields LLC reported no remaining First Foundation Inc position as of Q2 2021 after selling out during the quarter.
  • Mackay Shields LLC sold 68,810 First Foundation Inc shares in Q2 2021, an estimated $1.61M.
  • Mackay Shields LLC first reported a position in First Foundation Inc in Q1 2018 and held it in 13 quarters.
  • Mackay Shields LLC's First Foundation Inc position peaked at $3.62M in Q3 2019.
  • 150 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2021.

Based on Mackay Shields LLC's 13F filing for Q2 2021, filed 13 Aug 2021.