First Foundation Advisors Closed Holding Positions

First Foundation Advisors

  • $2.59 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
NXC
Nuveen California Select Tax Free Income Portfolio

Financial Services
Q4 2021 Filed on Feb 14, 2022
19,352
$15.17 - $16.52 $294K - $320K
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q4 2021 Filed on Feb 14, 2022
14,030
N/A
VVR
Invesco Senior Income Trust

Financial Services
Q4 2021 Filed on Feb 14, 2022
22,476
$4.32 - $4.51 $97.1K - $101K
Oaktree Acquisition Corp Ii
Q4 2021 Filed on Feb 14, 2022
21,500
N/A
Invesco Dynamic Cr Opportuni
Q4 2021 Filed on Feb 14, 2022
24,261
N/A
IIM
Invesco Value Municipal Income Trust

Financial Services
Q4 2021 Filed on Feb 14, 2022
18,084
$15.81 - $17.04 $286K - $308K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
Q4 2021 Filed on Feb 14, 2022
980,477
$44.74 - $50.03 $43.9M - $49.1M
FVRR
Fiverr International Ltd.

Communication Services
Q4 2021 Filed on Feb 14, 2022
1,546
$111.22 - $196.03 $172K - $303K
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
Q4 2021 Filed on Feb 14, 2022
10,066
$11.7 - $12.24 $118K - $123K
Vereit Inc
Q4 2021 Filed on Feb 14, 2022
1,166,882
N/A
EIM
Eaton Vance Municipal Bond Fund

Financial Services
Q4 2021 Filed on Feb 14, 2022
70,887
$13.1 - $13.58 $929K - $963K
IQI
Invesco Quality Municipal Income Trust

Financial Services
Q4 2021 Filed on Feb 14, 2022
14,803
$12.82 - $13.64 $190K - $202K
ETX
Eaton Vance Municipal Income 2028 Term Trust

Financial Services
Q4 2021 Filed on Feb 14, 2022
23,887
$21.38 - $23.1 $511K - $552K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q3 2021 Filed on Nov 15, 2021
3,445
$56.38 - $72.1 $194K - $248K
Proshares Tr
Q3 2021 Filed on Nov 15, 2021
23,500
N/A
Maui Ld & Pineapple Inc
Q3 2021 Filed on Nov 15, 2021
25,000
N/A
KF
Korea Fund Inc

Financial Services
Q3 2021 Filed on Nov 15, 2021
4,501
$40.42 - $46.15 $182K - $208K
MBB
Ishares Tr

ETFs
Q3 2021 Filed on Nov 15, 2021
1,855
$107.99 - $108.77 $200K - $202K
General Electric CO
Q3 2021 Filed on Nov 15, 2021
33,958
N/A
PINS
Pinterest, Inc.

Communication Services
Q3 2021 Filed on Nov 15, 2021
3,282
$50.37 - $80.29 $165K - $264K
CGAU
Centerra Gold Inc.

Basic Materials
Q3 2021 Filed on Nov 15, 2021
49,400
$6.65 - $8.1 $329K - $400K
PCG
Pg&E Corp

Utilities
Q3 2021 Filed on Nov 15, 2021
955,450
$8.29 - $10.5 $7.92M - $10M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
Q3 2021 Filed on Nov 15, 2021
27,340
$14.9 - $16.69 $407K - $456K
SAND
Sandstorm Gold LTD

Basic Materials
Q3 2021 Filed on Nov 15, 2021
55,909
$5.6 - $7.96 $313K - $445K
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
Q3 2021 Filed on Nov 15, 2021
15,665
$14.21 - $15.52 $223K - $243K
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q3 2021 Filed on Nov 15, 2021
5,550
$35.59 - $53.13 $198K - $295K
MKTX
Marketaxess Holdings Inc

Financial Services
Q3 2021 Filed on Nov 15, 2021
1,658
$417.22 - $492.13 $692K - $816K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
Q3 2021 Filed on Nov 15, 2021
70,465
$9.81 - $10.06 $691K - $709K
BHK
Blackrock Core Bond Trust

Financial Services
Q3 2021 Filed on Nov 15, 2021
202,405
$16.13 - $17.22 $3.26M - $3.49M
Qts Rlty Tr Inc
Q3 2021 Filed on Nov 15, 2021
2,735
N/A
IAG
Iamgold Corp

Basic Materials
Q3 2021 Filed on Nov 15, 2021
44,665
$2.16 - $3.01 $96.5K - $134K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
Q3 2021 Filed on Nov 15, 2021
8,339
$58.84 - $62.73 $491K - $523K
WDAY
Workday, Inc.

Technology
Q3 2021 Filed on Nov 15, 2021
4,226
$226.15 - $277.74 $956K - $1.17M
IWY
Ishares Tr Russell 200 Growth

ETFs
Q2 2021 Filed on Aug 13, 2021
1,727
$136.12 - $150.82 $235K - $260K
Ishares Gold Tr
Q2 2021 Filed on Aug 13, 2021
5,892,836
N/A
NID
Nuveen Intermediate Duration Municipal Term Fund

Financial Services
Q2 2021 Filed on Aug 13, 2021
14,458
$14.09 - $14.98 $204K - $217K
PSEC
Prospect Capital Corp

Financial Services
Q2 2021 Filed on Aug 13, 2021
12,947
$7.62 - $9.22 $98.7K - $119K
INVH
Invitation Homes Inc.

Real Estate
Q2 2021 Filed on Aug 13, 2021
8,897
$32.35 - $37.95 $288K - $338K
KKR
Kkr & Co. Inc.

Financial Services
Q2 2021 Filed on Aug 13, 2021
16,518
$50.35 - $60.76 $832K - $1M
VMO
Invesco Municipal Opportunity Trust

Financial Services
Q2 2021 Filed on Aug 13, 2021
17,697
$13.2 - $13.79 $234K - $244K
Voya Prime Rate Tr
Q2 2021 Filed on Aug 13, 2021
46,646
N/A
CLRB
Cellectar Biosciences, Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
10,000
$11.8 - $18.2 $118K - $182K
Trebia Acquisition Corp
Q2 2021 Filed on Aug 13, 2021
21,000
N/A
UL
Unilever PLC

Consumer Defensive
Q2 2021 Filed on Aug 13, 2021
3,913
$55.86 - $61.05 $219K - $239K
CHW
Calamos Global Dynamic Income Fund

Financial Services
Q2 2021 Filed on Aug 13, 2021
10,000
$10.12 - $11.03 $101K - $110K
Blackrock Munihlds Invstm Ql
Q2 2021 Filed on Aug 13, 2021
14,228
N/A
Colony Cr Real Estate Inc
Q2 2021 Filed on Aug 13, 2021
121,465
N/A
Colony Cap Inc New
Q2 2021 Filed on Aug 13, 2021
140,903
N/A
ERC
Allspring Multi Sector Income Fund

Financial Services
Q2 2021 Filed on Aug 13, 2021
17,979
$12.41 - $13.04 $223K - $234K
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