First Foundation Advisors Closed Holding Positions

First Foundation Advisors

  • $2.58 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Brookfield Property Reit Inc
Q2 2020 Filed on Aug 14, 2020
10,812
N/A
TEI
Templeton Emerging Markets Income Fund

Financial Services
Q2 2020 Filed on Aug 14, 2020
55,600
$7.3 - $7.93 $406K - $441K
Raytheon CO
Q2 2020 Filed on Aug 14, 2020
4,087
N/A
Western Asset Mortgage Capital
Q1 2020 Filed on May 11, 2020
15,000
N/A
ELAN
Elanco Animal Health Inc

Healthcare
Q1 2020 Filed on May 11, 2020
21,034
$16.68 - $32.25 $351K - $678K
FWONK
Liberty Media Corp

Communication Services
Q1 2020 Filed on May 11, 2020
12,915
$20.51 - $48.53 $265K - $627K
Black Rock Municipal 2020 Term
Q1 2020 Filed on May 11, 2020
12,800
N/A
SPMD
Spdr Portfolio

ETFs
Q1 2020 Filed on May 11, 2020
33,052
$21.39 - $37.02 $707K - $1.22M
CNQ
Canadian Natural Resources LTD

Energy
Q1 2020 Filed on May 11, 2020
25,096
$7.74 - $32.38 $194K - $813K
BFA
Brown Forman Corp Cl A
Q1 2020 Filed on May 11, 2020
6,034
N/A
Ak Steel Holding Corp
Q1 2020 Filed on May 11, 2020
13,000
N/A
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
Q1 2020 Filed on May 11, 2020
12,397
$10.56 - $23.1 $131K - $286K
IFF
International Flavors & Fragrances Inc

Basic Materials
Q1 2020 Filed on May 11, 2020
1,620
$94.28 - $142.67 $153K - $231K
CXSE
Wisdomtree Tr China Ex State O

ETFs
Q1 2020 Filed on May 11, 2020
3,055
$35.02 - $44.64 $107K - $136K
CCJ
Cameco Corp

Energy
Q1 2020 Filed on May 11, 2020
17,596
$5.5 - $9.5 $96.8K - $167K
BP
Bp PLC

Energy
Q1 2020 Filed on May 11, 2020
5,994
$16.11 - $39.85 $96.6K - $239K
MAC
Macerich CO

Real Estate
Q1 2020 Filed on May 11, 2020
9,222
$5.63 - $26.16 $51.9K - $241K
SABR
Sabre Corp

Consumer Cyclical
Q1 2020 Filed on May 11, 2020
19,840
$3.31 - $23.12 $65.7K - $459K
Goldman Sachs Mlp Income Oppor
Q1 2020 Filed on May 11, 2020
356,084
N/A
GPS
Gap Inc

Consumer Cyclical
Q4 2019 Filed on Feb 11, 2020
14,296
$15.7 - $18.06 $224K - $258K
RDS-A
Shell PLC

Energy
Q4 2019 Filed on Feb 11, 2020
5,670
$50.81 - $54.48 $288K - $309K
PFL
Pimco Income Strategy Fund

Financial Services
Q4 2019 Filed on Feb 11, 2020
13,580
$11.45 - $11.85 $155K - $161K
FOXA
Fox Corp

Communication Services
Q4 2019 Filed on Feb 11, 2020
310,668
$30.05 - $37.57 $9.34M - $11.7M
EOT
Eaton Vance National Municipal Opportunities Trust

Financial Services
Q4 2019 Filed on Feb 11, 2020
17,486
$21.64 - $24.09 $378K - $421K
BGT
Blackrock Floating Rate Income Trust

Financial Services
Q4 2019 Filed on Feb 11, 2020
12,908
$12.19 - $12.97 $157K - $167K
Allianzgi Convertible & Income
Q4 2019 Filed on Feb 11, 2020
11,760
N/A
CQP
Cheniere Energy Partners, L.P.

Energy
Q4 2019 Filed on Feb 11, 2020
5,000
$38.56 - $44.93 $193K - $225K
NSL
Nuveen Senior Income Fund

Financial Services
Q4 2019 Filed on Feb 11, 2020
17,267
$5.62 - $5.99 $97K - $103K
PMX
Pimco Municipal Income Fund Iii

Financial Services
Q4 2019 Filed on Feb 11, 2020
23,979
$12.17 - $12.95 $292K - $311K
ERIC
Ericsson Lm Telephone CO

Technology
Q4 2019 Filed on Feb 11, 2020
11,962
$7.79 - $9.29 $93.2K - $111K
TILT
Flexshares Tr

ETFs
Q4 2019 Filed on Feb 11, 2020
2,600
$113.26 - $127.38 $294K - $331K
VV
Vanguard Large Cap ETF

ETFs
Q4 2019 Filed on Feb 11, 2020
1,555
$132.26 - $148.31 $206K - $231K
Blackstone Group LP
Q4 2019 Filed on Feb 11, 2020
5,000
N/A
VNO
Vornado Realty Trust

Real Estate
Q4 2019 Filed on Feb 11, 2020
4,216
$62.19 - $67.91 $262K - $286K
Alexandria Re Equities Inc Pfd Series D 7
Q4 2019 Filed on Feb 11, 2020
61,369
N/A
Mc Dermott International Inc
Q4 2019 Filed on Feb 11, 2020
17,010
N/A
MRO
Marathon Oil Corp

Energy
Q4 2019 Filed on Feb 11, 2020
27,702
$11.09 - $13.69 $307K - $379K
Cushing Mlp & Infrastructure T
Q4 2019 Filed on Feb 11, 2020
11,168
N/A
Pacific Mercantile Bancorp
Q3 2019 Filed on Nov 12, 2019
12,568
N/A
X
United States Steel Corp

Basic Materials
Q3 2019 Filed on Nov 12, 2019
16,246
$10.34 - $15.83 $168K - $257K
M Ynd Analytics Inc
Q3 2019 Filed on Nov 12, 2019
16,000
N/A
Mallinckrodt PLC
Q3 2019 Filed on Nov 12, 2019
108,946
N/A
COO
Cooper Companies, Inc.

Healthcare
Q3 2019 Filed on Nov 12, 2019
17,223
$294.25 - $341.49 $5.07M - $5.88M
HAL
Halliburton CO

Energy
Q3 2019 Filed on Nov 12, 2019
10,877
$17.31 - $23.85 $188K - $259K
Oaktree Capital Group LLC
Q3 2019 Filed on Nov 12, 2019
15,559
N/A
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
Q3 2019 Filed on Nov 12, 2019
110,491
$5.1 - $5.69 $564K - $629K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
Q3 2019 Filed on Nov 12, 2019
15,010
$11.09 - $12.03 $166K - $181K
KMT
Kennametal Inc

Industrials
Q3 2019 Filed on Nov 12, 2019
8,700
$27.75 - $36.23 $241K - $315K
WWE
World Wrestling Entertainmentinc

Communication Services
Q2 2019 Filed on Aug 14, 2019
2,893
$71.11 - $99.25 $206K - $287K
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