TC
FFWM

TFS Capital’s First Foundation Inc FFWM Stock Holding History

TFS Capital’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
Q3 		– Sell
-72,102
Closed -$775K – 818
2016
Q2 		$775K Sell
72,102
-37,822
-34% -$418K 0.14% 238
2016
Q1 		$1.23M Buy
109,924
+9,904
+10% +$109K 0.18% 193
2015
Q4 		$1.18M Buy
100,020
+57,960
+138% +$676K 0.13% 276
2015
Q3 		$479K Buy
+42,060
New +$452K 0.05% 529

Other funds holding FFWM

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
EM
Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

TFS Capital's FFWM Position: Q3 2016 in Review

TFS Capital sold out of First Foundation Inc (FFWM) in Q3 2016, closing a stake of 72,102 shares — an estimated $775K sold.

TFS Capital first reported a position in FFWM in Q3 2015 and held it in 4 quarters. The position peaked at $1.23M in Q1 2016. 69 funds tracked by Wall St. Rank hold FFWM as of Q3 2016.

  • TFS Capital reported no remaining First Foundation Inc position as of Q3 2016 after selling out during the quarter.
  • TFS Capital sold 72,102 First Foundation Inc shares in Q3 2016, an estimated $775K.
  • TFS Capital first reported a position in First Foundation Inc in Q3 2015 and held it in 4 quarters.
  • TFS Capital's First Foundation Inc position peaked at $1.23M in Q1 2016.
  • 69 funds tracked by Wall St. Rank held First Foundation Inc as of Q3 2016.

Based on TFS Capital's 13F filing for Q3 2016, filed 10 Nov 2016.