FIRST WASHINGTON CORP

HTTP://WWW.FIRST-WASH.COM/ SEATTLE, WA Investment Advisor How do I update this listing?

First Washington Corp is based out of Seattle. First Washington Corp is a large advisory firm with 41 clients and discretionary assets under management (AUM) of $277,031,347 (Form ADV from 2018-12-21). Their last reported 13F filing for Q3 2019 included $201,111,000 in managed 13F securities and a top 10 holdings concentration of 43.49%. First Washington Corp's largest holding is SPDR S&P 500 ETF Trust with shares held of 46,209. First Washington Corp has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 50 13F filings, and 4 13G filings

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67

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $201.111 Million
  • Prior Market Value $202.872 Million
  • New Purchases3 stocks
  • Additional Purchases16 stocks
  • Sold out of8 stocks
  • Reduced holdings in6 stocks
  • Top 10 Holdings % 43.49 %
  • Turnover % [1]:14.47%
  • Turnover Alt % [2]: 6.40 %
  • Time Held Top20:7.25 quarters
  • Time Held Top10:9.20 quarters
  • Time Held All:16.53 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 6.16%
Performance Last 4 Quarters: 20.85%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR/A (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR/A (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

FIRST WASHINGTON CORPORATION
2001 6TH AVE STE 3400
SEATTLE WA    98121
Country: United States

Business Phone: 206-624-8320
Fax: 206-466-2274
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: WA
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 41
Amount of client funds and securities by related persons: 0
Total Number of clients from related persons: 0
Disclosures: 11.E (2),11.E (4)
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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FIRST WASHINGTON CORPORATION

ownership team - last updated 2018-12-21
Name Title Start Date Direct/Indirect % Ownership
LEWIS INVESTORS, LLC OWNER 05/01/2003 Direct 75% or more
Fund Name Position direct/indirect start date end date
FIRST WASHINGTON CORPORATION OWNER direct 2003-05-01
LEWIS, DAVID DIXON CHAIRMAN, ROSFP 11/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST WASHINGTON CORPORATION MANAGER indirect 2003-05-01
FIRST WASHINGTON CORPORATION CHAIRMAN, ROSFP direct 2003-11-01
FIRST WASHINGTON CORPORATION CHAIRMAN direct 2003-11-01
FIRST WASHINGTON CORPORATION CHAIRMAN, SROP & CROP direct 2003-11-01
FIRST WASHINGTON CORPORATION CHIEF COMPLIANCE OFFICER direct 2007-06-01
LEWIS, DAVID DIXON CHIEF COMPLIANCE OFFICER 06/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST WASHINGTON CORPORATION MANAGER indirect 2003-05-01
FIRST WASHINGTON CORPORATION CHAIRMAN, ROSFP direct 2003-11-01
FIRST WASHINGTON CORPORATION CHAIRMAN direct 2003-11-01
FIRST WASHINGTON CORPORATION CHAIRMAN, SROP & CROP direct 2003-11-01
FIRST WASHINGTON CORPORATION CHIEF COMPLIANCE OFFICER direct 2007-06-01
MCINTYRE, TERESA ANN SECRETARY/TREASURER 06/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST WASHINGTON CORPORATION SECRETARY/TREASURER direct 2012-06-01
FIRST WASHINGTON CORPORATION FINANCIAL OPERATIONS PRINCIPAL direct 2013-04-01
MCINTYRE, TERESA ANN FINANCIAL OPERATIONS PRINCIPAL 04/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST WASHINGTON CORPORATION SECRETARY/TREASURER direct 2012-06-01
FIRST WASHINGTON CORPORATION FINANCIAL OPERATIONS PRINCIPAL direct 2013-04-01
LEWIS, DAVID DIXON MANAGER LEWIS INVESTORS, LLC 05/01/2003 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
FIRST WASHINGTON CORPORATION MANAGER indirect 2003-05-01
FIRST WASHINGTON CORPORATION CHAIRMAN, ROSFP direct 2003-11-01
FIRST WASHINGTON CORPORATION CHAIRMAN direct 2003-11-01
FIRST WASHINGTON CORPORATION CHAIRMAN, SROP & CROP direct 2003-11-01
FIRST WASHINGTON CORPORATION CHIEF COMPLIANCE OFFICER direct 2007-06-01

FIRST WASHINGTON CORPORATION

ownership team - last updated 2017-12-19
Name Title Start Date Direct/Indirect % Ownership
LEWIS INVESTORS, LLC OWNER 05/01/2003 Direct 75% or more
Fund Name Position direct/indirect start date end date
FIRST WASHINGTON CORPORATION OWNER direct 2003-05-01
LEWIS, DAVID DIXON CHAIRMAN, ROSFP 11/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST WASHINGTON CORPORATION MANAGER indirect 2003-05-01
FIRST WASHINGTON CORPORATION CHAIRMAN, ROSFP direct 2003-11-01
FIRST WASHINGTON CORPORATION CHAIRMAN direct 2003-11-01
FIRST WASHINGTON CORPORATION CHAIRMAN, SROP & CROP direct 2003-11-01
FIRST WASHINGTON CORPORATION CHIEF COMPLIANCE OFFICER direct 2007-06-01
LEWIS, DAVID DIXON CHIEF COMPLIANCE OFFICER 06/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST WASHINGTON CORPORATION MANAGER indirect 2003-05-01
FIRST WASHINGTON CORPORATION CHAIRMAN, ROSFP direct 2003-11-01
FIRST WASHINGTON CORPORATION CHAIRMAN direct 2003-11-01
FIRST WASHINGTON CORPORATION CHAIRMAN, SROP & CROP direct 2003-11-01
FIRST WASHINGTON CORPORATION CHIEF COMPLIANCE OFFICER direct 2007-06-01
MCINTYRE, TERESA ANN SECRETARY/TREASURER 06/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST WASHINGTON CORPORATION SECRETARY/TREASURER direct 2012-06-01
FIRST WASHINGTON CORPORATION FINANCIAL OPERATIONS PRINCIPAL direct 2013-04-01
MCINTYRE, TERESA ANN FINANCIAL OPERATIONS PRINCIPAL 04/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST WASHINGTON CORPORATION SECRETARY/TREASURER direct 2012-06-01
FIRST WASHINGTON CORPORATION FINANCIAL OPERATIONS PRINCIPAL direct 2013-04-01
LEWIS, DAVID DIXON MANAGER LEWIS INVESTORS, LLC 05/01/2003 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
FIRST WASHINGTON CORPORATION MANAGER indirect 2003-05-01
FIRST WASHINGTON CORPORATION CHAIRMAN, ROSFP direct 2003-11-01
FIRST WASHINGTON CORPORATION CHAIRMAN direct 2003-11-01
FIRST WASHINGTON CORPORATION CHAIRMAN, SROP & CROP direct 2003-11-01
FIRST WASHINGTON CORPORATION CHIEF COMPLIANCE OFFICER direct 2007-06-01

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