Waldron Private Wealth’s First Western Financial MYFW Stock Holding History

Waldron Private Wealth’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 Q4	–	Sell	-16,810	Closed	-$287K	–	282
2019 Q3	$287K	Sell	16,810 -2,500	-13%	-$36.5K	0.03%	194
2019 Q2	$256K	Hold	19,310	–	–	0.03%	206
2019 Q1	$253K	Hold	19,310	–	–	0.03%	213
2018 Q4	$226K	Hold	19,310	–	–	0.03%	187
2018 Q3	$337K	Buy	+19,310	New	+$343K	0.07%	137

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

EPCA

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

FCM

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

KCM

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

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

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

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return

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

BCM

BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

Waldron Private Wealth's MYFW Position: Q4 2019 in Review

Waldron Private Wealth sold out of First Western Financial (MYFW) in Q4 2019, closing a stake of 16,810 shares — an estimated $287K sold.

Waldron Private Wealth first reported a position in MYFW in Q3 2018 and held it in 5 quarters. The position peaked at $337K in Q3 2018. 31 funds tracked by Wall St. Rank hold MYFW as of Q4 2019.

Waldron Private Wealth reported no remaining First Western Financial position as of Q4 2019 after selling out during the quarter.
Waldron Private Wealth sold 16,810 First Western Financial shares in Q4 2019, an estimated $287K.
Waldron Private Wealth first reported a position in First Western Financial in Q3 2018 and held it in 5 quarters.
Waldron Private Wealth's First Western Financial position peaked at $337K in Q3 2018.
31 funds tracked by Wall St. Rank held First Western Financial as of Q4 2019.

Based on Waldron Private Wealth's 13F filing for Q4 2019, filed 7 Feb 2020.