First Foundation Advisors

Latest statistics and disclosures from FIRST FOUNDATION ADVISORS's latest quarterly 13F-HR filing:

FIRST FOUNDATION ADVISORS portfolio companies for June 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
American Realty Capital Prop 8.37 +60.00% 6125647 12.53 0.00
MSFT Microsoft Corporation 4.72 -8.00% 1037532 41.70 46.37
Rexford Industrial Realty Inc reit 3.70 +7.00% 2385619 14.24 0.00
JNJ Johnson & Johnson 3.55 +3.00% 311365 104.62 106.96
NVS Novartis AG 2.81 284726 90.53 94.58
UPS United Parcel Service 2.70 +2.00% 240962 102.66 98.80
BRK.B Berkshire Hathaway 2.68 +4.00% 194636 126.56 0.00
WFC Wells Fargo & Company 2.62 +3.00% 457562 52.56 52.09
ORCL Oracle Corporation 2.45 +2.00% 555122 40.53 38.41
BUD Anheuser-Busch InBev NV 2.44 +3.00% 194959 114.94 110.44
PM Philip Morris International 2.41 +4.00% 262203 84.31 82.61
RSG Republic Services 2.35 568273 37.97 38.94
IBM International Business Machines 2.22 112231 181.27 189.74
DEO Diageo 2.20 +3.00% 158942 127.27 115.42
QCOM QUALCOMM 2.18 253022 79.20 74.94
BK Bank of New York Mellon Corporation 2.12 +5.00% 519537 37.48 38.51
GSK GlaxoSmithKline 2.09 +4.00% 358439 53.48 46.03
DVN Devon Energy Corporation 2.08 +5.00% 239916 79.40 69.27
BLK BlackRock 2.02 +3.00% 58122 319.60 328.10
BA Boeing Company 2.02 +5.00% 145948 127.23 128.15
SLB Schlumberger 1.87 +4.00% 145203 117.95 103.17
DIS Walt Disney Company 1.73 +2.00% 185536 85.74 88.96
GS Goldman Sachs 1.70 +4.00% 92887 167.44 183.86
Mondelez Int 1.69 412027 37.61 0.00
MO Altria 1.67 +3.00% 366093 41.94 46.06
OXY Occidental Petroleum Corporation 1.64 +3.00% 146345 102.63 97.13
CMCSK Comcast Corporation 1.62 278353 53.33 54.00
UNP Union Pacific Corporation 1.62 +104.00% 148705 99.75 109.45
Aon 1.60 +3.00% 162495 90.09 0.00
SYY SYSCO Corporation 1.52 +10.00% 372490 37.45 38.00
BTI British American Tobac 1.41 +3.00% 108362 119.08 113.10
GM General Motors Company 1.39 +9.00% 350409 36.30 31.95
TJX TJX Companies 1.38 +2.00% 238875 53.15 59.52
AXP American Express Company 1.35 +2.00% 130957 94.87 87.85
SPG Simon Property 1.19 +4.00% 65477 166.27 164.89
TEF Telefonica S.A. 1.09 NEW 583373 17.16 15.43
PCM PCM Fund 0.92 -10.00% 690896 12.25 11.04
AAPL Apple 0.90 +589.00% 88582 92.93 100.87
GILD Gilead Sciences 0.61 -28.00% 67882 82.91 106.63
PFN Pimco Income Strategy Fund II 0.61 -4.00% 504460 11.06 10.32
Pimco Dynamic Incm Fund 0.50 +2.00% 134492 34.09 0.00
CVX Chevron Corporation 0.42 +7.00% 29377 130.54 119.79
XOM Exxon Mobil Corporation 0.38 +27.00% 34426 100.68 94.04
PFE Pfizer 0.37 -6.00% 115525 29.68 29.93
NCA Nuveen California Municipal Value Fund 0.37 NEW 334517 10.10 10.39
ROIC Retail Opportunity Investments 0.34 +3.00% 195826 15.73 14.75
Spdr Short-term High Yield mf 0.34 100871 30.96 0.00
Enterprise Products Partners 0.31 +2.00% 36141 78.28 0.00
VEA Vanguard Europe Pacific ETF 0.30 63836 42.59 39.78
STWD Starwood Property Trust 0.28 +29.00% 107678 23.77 22.04
BRK.A Berkshire Hathaway 0.27 NEW 13 189923.08 0.00
UN Unilever N.V. 0.25 +10.00% 51750 43.77 39.73
SPY SPDR S&P; 500 ETF 0.23 11004 195.75 198.19
Chambers Str Pptys 0.23 NEW 259196 8.04 0.00
O Realty Income 0.22 +5.00% 46353 44.42 41.09
Level 3 Communications 0.21 +28.00% 44020 43.91 0.00
MCD McDonald's Corporation 0.19 +102.00% 17105 100.73 95.54
GE General Electric Company 0.17 +8.00% 60366 26.27 25.42
Ambev Sa- 0.17 +23.00% 220782 7.04 0.00
PZC Pimco CA Muni. Income Fund III 0.16 NEW 140503 10.58 10.20
BF.B Brown-Forman Corporation 0.15 +12.00% 14900 94.16 0.00
GLD SPDR Gold Trust 0.15 +63.00% 10579 128.08 116.92
CLNY Colony Financial 0.15 58800 23.21 22.44
ISI iShares S&P; 1500 Index Fund 0.15 15042 89.62 0.00
TEVA Teva Pharmaceutical Industries 0.14 +30.00% 25367 52.43 54.03
Doubleline Income Solutions 0.14 +435.00% 57272 22.45 0.00
BRCM Broadcom Corporation 0.13 31130 37.13 40.50
Enerplus 0.13 NEW 46659 25.18 0.00
Doubleline Opportunistic Cr 0.12 +11.00% 47367 23.65 0.00
PG Procter & Gamble Company 0.11 +38.00% 12377 78.61 84.14
JPC Nuveen Multi-Strategy Income & Growth Fd 0.11 +12.00% 103788 9.70 9.20
Nuveen Build Amer Bd fd 0.11 +9.00% 47492 20.51 0.00
BBN Blackrock Build America Bond Trust 0.11 -24.00% 47763 21.69 21.15
Kayne Anderson Mdstm Energy 0.11 +7.00% 24668 40.54 0.00
KO Coca-Cola Company 0.10 -2.00% 21379 42.38 42.34
NOV National-Oilwell Var 0.10 10903 82.36 78.27
WWE World Wrestling Entertainment 0.10 +95.00% 75457 11.93 13.85
MMP Magellan Midstream Partners 0.10 +5.00% 11300 84.07 81.96
TSI TCW Strategic Income Fund 0.10 +6.00% 158214 5.52 5.63
Prologis 0.10 NEW 23415 41.08 0.00
Cohen & Steers Ltd Dur Pfd I 0.10 +48.00% 34423 25.45 0.00
Ucp Inc-cl A 0.10 +175.00% 67175 13.67 0.00
TOT TOTAL S.A. 0.09 +78.00% 11000 72.18 64.72
JQC Nuveen Multi-Strategy Inc & Growth Fd 2 0.09 +191.00% 87227 9.35 8.86
GAM General American Investors 0.09 +8.00% 22368 36.84 37.09
Pimco Dynamic Credit Income other 0.09 +288.00% 34786 23.83 0.00
NRG NRG Energy 0.08 +37.00% 20161 37.20 30.68
HD Home Depot 0.08 8722 80.94 92.90
MMM 3M Company 0.08 +18.00% 5321 143.21 142.58
T AT&T; 0.08 -16.00% 19599 35.36 35.39
NUE Nucor Corporation 0.08 14279 49.23 54.68
MRK Merck & Co 0.08 -3.00% 12567 57.85 59.79
EFA iShares MSCI EAFE Index Fund 0.08 10994 68.40 64.02
VWO Vanguard Emerging Markets ETF 0.08 17921 43.13 41.63
TEI Templeton Emerging Markets Income Fund 0.08 +43.00% 51186 13.79 12.76
BTZ BlackRock Credit All Inc Trust IV 0.08 +18.00% 54366 13.76 13.24
PCEF PowerShrs CEF Income Cmpst Prtfl 0.08 NEW 27032 25.49 24.36
ERC Wells Fargo Adv Multi-Sector Inco Fund 0.08 +43.00% 46569 14.90 13.97
Oi Sa-adr sp 0.08 +134.00% 869547 0.86 0.00
LLY Eli Lilly & Co. 0.07 +8.00% 10461 62.14 65.50
BMY Bristol Myers Squibb 0.07 +5.00% 12964 48.52 51.44
CSCO Cisco Systems 0.07 25389 24.85 25.01
HAL Halliburton Company 0.07 9511 70.97 65.51
VTR Ventas 0.07 +41.00% 10626 64.09 62.22
ETE Energy Transfer Equity 0.07 10181 58.93 62.04
PAA Plains All American Pipeline 0.07 +8.00% 10905 60.06 58.12
ESD Western Asset Emerging Mrkts Dbt Fnd 0.07 +37.00% 35973 18.37 17.22
EVV Eaton Vance Limited Duration Income Fund 0.07 -4.00% 42925 15.59 14.47
SOR Source Capital 0.07 8781 69.92 65.18
EOD Wells Fargo Adv Global Dividend Opport 0.07 +30.00% 76745 8.50 8.00
Nuveen Build Amer Bd Opptny 0.07 +11.00% 31018 21.54 0.00
Kraft Foods 0.07 10944 59.94 0.00
USB U.S. Ban 0.06 13166 43.29 42.01
PSA Public Storage 0.06 3307 171.45 166.73
INTC Intel Corporation 0.06 -4.00% 17927 30.90 34.80
CL Colgate-Palmolive Company 0.06 7554 68.18 65.29
COP ConocoPhillips 0.06 -2.00% 6171 85.72 77.17
PEP Pepsi 0.06 -2.00% 6523 89.38 93.27
RDS.A Royal Dutch Shell 0.06 +8.00% 6276 82.38 0.00
UTX United Technologies Corporation 0.06 +13.00% 4716 115.35 106.03
WAG Walgreen Company 0.06 +73.00% 8018 74.08 58.95
SBUX Starbucks Corporation 0.06 -5.00% 6689 77.44 75.82
LYV Live Nation Entertainment 0.06 +33.00% 21494 24.70 24.28
HTZ Hertz Global Holdings 0.06 +32.00% 18492 28.01 25.93
ROK Rockwell Automation 0.06 NEW 4222 125.06 111.07
FEZ SPDR EURO STOXX 50 ETF 0.06 12208 43.25 39.70
Artisan Partners 0.06 NEW 10183 56.66 0.00
Wci Cmntys Inc Com Par $0.01 0.06 NEW 28350 19.29 0.00
JPM JPMorgan Chase & Co. 0.05 +3.00% 7735 57.66 60.51
D Dominion Resources 0.05 +7.00% 6590 71.47 69.92
ADP Automatic Data Processing 0.05 +4.00% 5722 79.34 82.95
SXL Sunoco Logistics Partners 0.05 +110.00% 10547 47.12 47.46
GBCI Glacier Ban 0.05 NEW 16125 28.40 26.15
FRA BlackRock Floating Rate Income Strat. Fn 0.05 NEW 28761 14.64 13.97
JPS Nuveen Quality Pref. Inc. Fund II 0.05 +93.00% 50778 9.04 8.73
BLW BlackRock Ltd. Duration Income Trust 0.05 +11.00% 27157 17.31 16.08
Facebook Inc cl a 0.05 +22.00% 7458 67.31 0.00
Nexpoint Credit Strategies 0.05 NEW 36030 12.07 0.00
Oaktree Cap 0.05 10000 50.00 0.00
Flaherty & Crumrine Dyn Pfd shs 0.05 NEW 18000 23.56 0.00
COST Costco Wholesale Corporation 0.04 +47.00% 3347 115.03 124.79
NEM Newmont Mining Corporation 0.04 NEW 15291 25.44 23.31
JWN Nordstrom 0.04 -7.00% 5210 67.95 68.50
VZ Verizon Communications 0.04 7930 48.93 50.19
EMR Emerson Electric 0.04 5537 66.28 62.69
SWY Safeway 0.04 10263 34.30 34.40
COL Rockwell Collins 0.04 NEW 4300 78.14 78.72
AMGN Amgen 0.04 3276 118.44 139.57
SYK Stryker Corporation 0.04 NEW 4560 84.21 81.33
ITW Illinois Tool Works 0.04 -2.00% 4521 87.59 85.24
GOOG Google 0.04 +40.00% 630 574.60 577.24
DX Dynex Capital 0.04 NEW 43000 8.86 8.22
LINE Linn Energy 0.04 12671 32.36 30.34
WES Western Gas Partners 0.04 +7.00% 4357 76.43 74.16
OKE ONEOK 0.04 -3.00% 5081 68.10 66.25
DVY iShares Dow Jones Select Dividend 0.04 NEW 4850 76.91 74.20
IJR iShares S&P; SmallCap 600 Index 0.04 -3.00% 3550 112.11 105.27
BSP American Strategic Income Portf. Inc II 0.04 NEW 41527 8.79 0.00
PFL Pimco Income Strategy Fund 0.04 -28.00% 26127 12.32 11.67
MUC Blackrock MuniHoldings CA Insrd Fnd 0.04 NEW 26074 14.31 14.18
Pengrowth Energy 0.04 +435.00% 53591 7.18 0.00
LEGG MASON BW GLOBAL Income 0.04 NEW 18714 18.33 0.00
Powershares Db Inverse 0.04 +33.00% 18914 18.72 0.00
Stratasys 0.04 3000 113.67 0.00
Google Inc Class C 0.04 NEW 636 584.91 0.00
BP BP 0.03 4401 52.72 43.94
BAC Bank of America Corporation 0.03 -17.00% 15883 15.36 17.02
ECL Ecolab 0.03 +15.00% 2761 111.19 115.77
WMT Wal-Mart Stores 0.03 -2.00% 3359 75.02 76.38
AVP Avon Products 0.03 NEW 20673 14.61 12.54
MDT Medtronic 0.03 -2.00% 4311 63.79 62.46
DD E.I. du Pont de Nemours & Company 0.03 -4.00% 4202 65.45 71.99
PSO Pearson 0.03 NEW 14213 19.84 20.09
LMT Lockheed Martin Corporation 0.03 1683 161.02 183.37
AGN Allergan 0.03 -24.00% 1438 168.98 178.53
HON Honeywell International 0.03 2557 93.08 93.25
Nextera Energy 0.03 NEW 2593 102.58 0.00
BPL Buckeye Partners 0.03 +17.00% 3531 82.98 77.67
MWE MarkWest Energy Partners 0.03 NEW 3298 71.56 76.99
PCAR PACCAR 0.03 4000 62.75 57.27
IWM iShares Russell 2000 Index 0.03 NEW 2133 118.61 110.76
KMP Kinder Morgan Energy Partners 0.03 -27.00% 3025 82.31 92.94
PSEC Prospect Capital Corporation 0.03 +108.00% 25071 10.61 9.98
IJK iShares S&P; MidCap 400 Growth 0.03 1826 157.17 152.17
SLV iShares Silver Trust 0.03 12593 20.25 16.43
EVG Eaton Vance Short Duration Diversified I 0.03 NEW 19554 15.34 14.60
PTY PIMCO Corporate Opportunity Fund 0.03 -48.00% 13210 18.85 16.32
ARR ARMOUR Residential REIT 0.03 60000 4.33 3.95
Citi 0.03 -3.00% 6613 47.03 0.00
Cys Investments 0.03 +66.00% 30000 9.03 0.00
Oiltanking Partners L P unit 0.03 NEW 2458 94.39 0.00
Keating Cap 0.03 NEW 43842 5.91 0.00
Abbvie 0.03 5136 56.46 0.00
CMCSA Comcast Corporation 0.02 -5.00% 3795 53.75 54.24
TWX Time Warner 0.02 NEW 2887 70.32 75.81
RLI RLI 0.02 4700 45.74 43.97
CAT Caterpillar 0.02 2074 108.49 99.18
ABT Abbott Laboratories 0.02 NEW 5048 40.81 41.77
COH Coach 0.02 NEW 6452 34.25 35.58
SE Spectra Energy 0.02 -9.00% 5044 42.43 39.57
TRV Travelers Companies 0.02 -8.00% 2271 94.23 94.29
AFL AFLAC Incorporated 0.02 NEW 3295 62.22 58.35
ABC AmerisourceBergen 0.02 NEW 2909 72.53 77.53
SPLS Staples 0.02 NEW 20708 10.82 12.16
FTR Frontier Communications 0.02 -49.00% 27500 5.85 6.54
TIBX Tibco Software 0.02 10600 20.19 23.62
TICC TICC Capital 0.02 +12.00% 22626 9.90 8.87
SNDK SanDisk Corporation 0.02 NEW 2080 104.33 99.97
PBT Permian Basin Royalty Trust 0.02 NEW 13995 14.22 13.78
XLK Technology SPDR 0.02 5554 38.35 40.02
BLL Ball Corporation 0.02 NEW 3333 62.71 63.67
IJJ iShares S&P; MidCap 400 Value Index 0.02 -6.00% 1701 126.98 120.87
NUV Nuveen Muni Value Fund 0.02 NEW 14674 9.61 9.39
BGT BlackRock Floating Rate Income Trust 0.02 12908 14.18 13.65
VCSH Vanguard Short Term Corporate Bond ETF 0.02 NEW 2491 80.29 79.94
Penn West Energy Trust 0.02 -10.00% 16000 9.75 0.00
WIW Wstrn Ast Clymr Infltn Lkd Opts & Inc Fd 0.02 NEW 17817 12.29 11.60
NAC Nuveen CA Dividend Advantage Muni. Fund 0.02 NEW 16338 13.96 14.20
Just Energy 0.02 +50.00% 30000 5.77 0.00
Duke Energy 0.02 NEW 2820 74.11 0.00
Western Asset Mortgage cmn 0.02 NEW 10000 14.20 0.00
TWO Two Harbors Investment 0.01 12638 10.44 9.70
FSC Fifth Street Finance 0.01 10000 9.80 9.29
GLAD Gladstone Capital Corporation 0.01 NEW 12701 10.08 8.96
WTSLA Wet Seal 0.01 NEW 80000 0.91 0.00
ALSK Alaska Communications Systems 0.01 75000 1.80 1.58
INTX Intersections 0.01 NEW 10000 4.90 3.85
Eldorado Gold 0.01 11330 7.68 0.00
Tanzanian Royalty Expl 0.01 NEW 53591 2.26 0.00
Cornerstone Strategic Value 0.01 NEW 15000 6.07 0.00
NNY Nuveen NY Municipal Value 0.01 NEW 10200 9.90 9.65
Oi Sa-adr sp 0.01 NEW 137720 0.97 0.00
Roundy's 0.01 NEW 15000 5.53 0.00
Sprint 0.01 10744 8.56 0.00
NIHD NII Holdings 0.00 NEW 39611 0.56 0.06
TSYS TeleCommunication Systems 0.00 10000 3.30 2.83
NVTL Novatel Wireless 0.00 NEW 10000 1.90 3.73
PT Portugal Telecom, SGPS 0.00 10000 3.70 2.08
Rubicon Minerals 0.00 14000 1.50 0.00
Bank Of America Corp w exp 10/201 0.00 NEW 10000 0.80 0.00
Comstock Mining Inc cs 0.00 14163 1.69 0.00
Diana Containerships 0.00 17500 2.51 0.00
Citigroup Inc Com Us cmn 0.00 NEW 28985 0.62 0.00

Past 13F-HR SEC Filings for FIRST FOUNDATION ADVISORS