Northpointe Capital’s First Western Financial MYFW Stock Holding History

Northpointe Capital’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
2019 Q1	–	Sell	-62,945	Closed	-$737K	–	133
2018 Q4	$737K	Sell	62,945 -101,974	-62%	-$1.38M	0.17%	158
2018 Q3	$2.88M	Buy	+164,919	New	+$2.93M	0.42%	120

Other funds holding MYFW

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

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

Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Northpointe Capital's MYFW Position: Q1 2019 in Review

Northpointe Capital sold out of First Western Financial (MYFW) in Q1 2019, closing a stake of 62,945 shares — an estimated $737K sold.

Northpointe Capital first reported a position in MYFW in Q3 2018 and held it in 2 quarters. The position peaked at $2.88M in Q3 2018. 21 funds tracked by Wall St. Rank hold MYFW as of Q1 2019.

Northpointe Capital reported no remaining First Western Financial position as of Q1 2019 after selling out during the quarter.
Northpointe Capital sold 62,945 First Western Financial shares in Q1 2019, an estimated $737K.
Northpointe Capital first reported a position in First Western Financial in Q3 2018 and held it in 2 quarters.
Northpointe Capital's First Western Financial position peaked at $2.88M in Q3 2018.
21 funds tracked by Wall St. Rank held First Western Financial as of Q1 2019.

Based on Northpointe Capital's 13F filing for Q1 2019, filed 17 Apr 2019.