TIM
FFWM

Triad Investment Management’s First Foundation Inc FFWM Stock Holding History

Triad Investment Management’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
Q2 		– Sell
-10,000
Closed -$136K – 46
2019
Q1 		$136K Buy
+10,000
New +$145K 0.14% 50

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 $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

Triad Investment Management's FFWM Position: Q2 2019 in Review

Triad Investment Management sold out of First Foundation Inc (FFWM) in Q2 2019, closing a stake of 10,000 shares — an estimated $136K sold.

Triad Investment Management first reported a position in FFWM in Q1 2019 and held it in 1 quarter. The position peaked at $136K in Q1 2019. 93 funds tracked by Wall St. Rank hold FFWM as of Q2 2019.

  • Triad Investment Management reported no remaining First Foundation Inc position as of Q2 2019 after selling out during the quarter.
  • Triad Investment Management sold 10,000 First Foundation Inc shares in Q2 2019, an estimated $136K.
  • Triad Investment Management first reported a position in First Foundation Inc in Q1 2019 and held it in 1 quarter.
  • Triad Investment Management's First Foundation Inc position peaked at $136K in Q1 2019.
  • 93 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2019.

Based on Triad Investment Management's 13F filing for Q2 2019, filed 17 Jul 2019.