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Trilogy Capital’s First Western Financial MYFW Stock Holding History

Trilogy 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
2018
Q4 		– Sell
-14,110
Closed -$247K – 414
2018
Q3 		$247K Buy
+14,110
New +$250K 0.03% 123

Other funds holding MYFW

CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
KCM
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
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Trilogy Capital's MYFW Position: Q4 2018 in Review

Trilogy Capital sold out of First Western Financial (MYFW) in Q4 2018, closing a stake of 14,110 shares — an estimated $247K sold.

Trilogy Capital first reported a position in MYFW in Q3 2018 and held it in 1 quarter. The position peaked at $247K in Q3 2018. 23 funds tracked by Wall St. Rank hold MYFW as of Q4 2018.

  • Trilogy Capital reported no remaining First Western Financial position as of Q4 2018 after selling out during the quarter.
  • Trilogy Capital sold 14,110 First Western Financial shares in Q4 2018, an estimated $247K.
  • Trilogy Capital first reported a position in First Western Financial in Q3 2018 and held it in 1 quarter.
  • Trilogy Capital's First Western Financial position peaked at $247K in Q3 2018.
  • 23 funds tracked by Wall St. Rank held First Western Financial as of Q4 2018.

Based on Trilogy Capital's 13F filing for Q4 2018, filed 15 Jan 2019.