PIA
FFWM

Piedmont Investment Advisors’s First Foundation Inc FFWM Stock Holding History

Piedmont Investment Advisors’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
2018
Q3 		– Sell
-582
Closed -$11K – 1461
2018
Q2 		$11K Buy
+582
New +$11K ﹤0.01% 1798

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
EM
Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return

Piedmont Investment Advisors's FFWM Position: Q3 2018 in Review

Piedmont Investment Advisors sold out of First Foundation Inc (FFWM) in Q3 2018, closing a stake of 582 shares — an estimated $11K sold.

Piedmont Investment Advisors first reported a position in FFWM in Q2 2018 and held it in 1 quarter. The position peaked at $11K in Q2 2018. 94 funds tracked by Wall St. Rank hold FFWM as of Q3 2018.

  • Piedmont Investment Advisors reported no remaining First Foundation Inc position as of Q3 2018 after selling out during the quarter.
  • Piedmont Investment Advisors sold 582 First Foundation Inc shares in Q3 2018, an estimated $11K.
  • Piedmont Investment Advisors first reported a position in First Foundation Inc in Q2 2018 and held it in 1 quarter.
  • Piedmont Investment Advisors's First Foundation Inc position peaked at $11K in Q2 2018.
  • 94 funds tracked by Wall St. Rank held First Foundation Inc as of Q3 2018.

Based on Piedmont Investment Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.