First Foundation Advisors

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

FIRST FOUNDATION ADVISORS portfolio companies for September 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
American Realty Capital Prop 7.87 +7.00% 6558806 12.06 0.00
MSFT Microsoft Corporation 7.80 +63.00% 1691819 46.36 47.87
Rexford Industrial Realty Inc reit 4.30 +30.00% 3122208 13.84 0.00
JNJ Johnson & Johnson 3.37 317481 106.59 106.94
BRK.B Berkshire Hathaway 2.82 +5.00% 205111 138.14 0.00
DEO Diageo 2.49 +36.00% 216633 115.40 120.54
WFC Wells Fargo & Company 2.46 +3.00% 475858 51.87 54.02
UPS United Parcel Service 2.45 +3.00% 250301 98.29 107.03
PM Philip Morris International 2.27 +4.00% 272983 83.40 86.32
BUD Anheuser-Busch InBev NV 2.22 +3.00% 201334 110.85 115.31
NVS Novartis AG 2.18 -18.00% 232771 94.13 94.90
IBM International Business Machines 2.17 +2.00% 114842 189.83 163.03
ORCL Oracle Corporation 2.14 563090 38.28 41.45
BK Bank of New York Mellon Corporation 2.09 +4.00% 541953 38.73 40.04
BLK BlackRock 1.95 +2.00% 59762 328.32 355.79
BA Boeing Company 1.92 +3.00% 151134 127.38 134.61
QCOM QUALCOMM 1.92 257996 74.77 72.04
GSK GlaxoSmithKline 1.78 +8.00% 388555 45.97 46.12
MO Altria 1.76 +4.00% 383973 45.94 49.17
DIS Walt Disney Company 1.69 +2.00% 190806 89.03 90.58
DVN Devon Energy Corporation 1.68 +3.00% 247394 68.18 66.29
UNP Union Pacific Corporation 1.65 +2.00% 153056 108.42 123.14
SLB Schlumberger 1.54 +4.00% 151769 101.69 98.01
CMCSK Comcast Corporation 1.52 +2.00% 284688 53.50 54.77
Aon 1.46 +3.00% 167602 87.67 0.00
SYY SYSCO Corporation 1.45 +3.00% 384846 37.95 39.51
TJX TJX Companies 1.45 +2.00% 245936 59.17 64.71
Mondelez Int 1.45 +3.00% 425027 34.27 0.00
OXY Occidental Petroleum Corporation 1.43 +2.00% 149319 96.15 87.25
DOW Dow Chemical Company 1.38 NEW 264143 52.44 52.26
BTI British American Tobac 1.29 +5.00% 114281 113.08 116.38
GS Goldman Sachs 1.27 -25.00% 69462 183.57 188.93
RSG Republic Services 1.25 -43.00% 322214 39.02 39.06
AXP American Express Company 1.22 +7.00% 140484 87.54 91.04
Covidien 1.16 NEW 134801 86.51 0.00
GM General Motors Company 1.14 +2.00% 359845 31.94 32.25
SPG Simon Property 1.12 +4.00% 68666 164.42 178.79
TEF Telefonica S.A. 0.97 +9.00% 637323 15.37 15.83
AAPL Apple 0.77 -13.00% 76500 100.75 118.62
Chambers Str Pptys 0.75 +284.00% 996812 7.53 0.00
GILD Gilead Sciences 0.74 +2.00% 69670 106.44 100.27
PCM PCM Fund 0.74 -2.00% 670324 11.10 10.98
PFN Pimco Income Strategy Fund II 0.53 507587 10.53 10.60
Pimco Dynamic Incm Fund 0.36 -14.00% 115458 31.56 0.00
PFE Pfizer 0.34 116034 29.57 30.32
NCA Nuveen California Municipal Value Fund 0.34 334517 10.34 10.50
Spdr Short-term High Yield mf 0.33 +9.00% 110757 29.93 0.00
ROIC Retail Opportunity Investments 0.32 +11.00% 218771 14.70 16.34
CVX Chevron Corporation 0.30 -14.00% 25064 119.33 117.59
BRK.A Berkshire Hathaway 0.27 13 206923.08 0.00
VEA Vanguard Europe Pacific ETF 0.27 +5.00% 67166 39.75 39.71
STWD Starwood Property Trust 0.26 +10.00% 118650 21.96 23.69
XOM Exxon Mobil Corporation 0.26 -18.00% 28163 94.06 94.70
Cohen & Steers Ltd Dur Pfd I 0.26 +207.00% 105895 24.68 0.00
SPY SPDR S&P; 500 ETF 0.23 +6.00% 11698 197.04 207.31
UN Unilever N.V. 0.22 +6.00% 55100 39.67 39.80
Enterprise Products Partners 0.20 +37.00% 49708 40.30 0.00
O Realty Income 0.20 +8.00% 50430 40.79 46.29
Level 3 Communications 0.20 44894 45.73 0.00
Vanguard S&p 500 Etf idx fd 0.20 NEW 10900 180.55 0.00
JQC Nuveen Multi-Strategy Inc & Growth Fd 2 0.19 +139.00% 208856 8.93 8.79
TEVA Teva Pharmaceutical Industries 0.17 +23.00% 31369 53.75 56.86
PCEF PowerShrs CEF Income Cmpst Prtfl 0.17 +160.00% 70527 24.35 24.30
Doubleline Income Solutions 0.17 +36.00% 78462 21.65 0.00
MCD McDonald's Corporation 0.16 17396 94.79 97.07
GE General Electric Company 0.16 +6.00% 64099 25.62 26.97
Flaherty & Crumrine Dyn Pfd shs 0.16 +306.00% 73093 22.59 0.00
Ambev Sa- 0.16 +13.00% 249763 6.55 0.00
BF.B Brown-Forman Corporation 0.15 +10.00% 16507 90.20 0.00
CLNY Colony Financial 0.14 +5.00% 62100 22.38 24.26
PZC Pimco CA Muni. Income Fund III 0.14 -2.00% 136556 10.40 10.44
Prologis 0.14 +54.00% 36115 37.71 0.00
Pimco Dynamic Credit Income other 0.14 +73.00% 60374 22.48 0.00
GLD SPDR Gold Trust 0.13 +9.00% 11622 116.25 115.09
BRCM Broadcom Corporation 0.13 +2.00% 31914 40.42 42.51
Doubleline Opportunistic Cr 0.13 +18.00% 56219 23.60 0.00
WWE World Wrestling Entertainment 0.12 +16.00% 87888 13.77 11.59
ISI iShares S&P; 1500 Index Fund 0.12 -7.00% 13947 89.70 0.00
BOFI BofI Holding 0.11 NEW 15000 72.73 77.06
JPC Nuveen Multi-Strategy Income & Growth Fd 0.11 +15.00% 120167 9.20 9.39
Nuveen Build Amer Bd fd 0.11 +10.00% 52560 20.40 0.00
BBN Blackrock Build America Bond Trust 0.11 +10.00% 52719 21.02 21.16
Ucp Inc-cl A 0.11 +38.00% 92711 11.95 0.00
PG Procter & Gamble Company 0.10 12603 83.71 88.37
TSI TCW Strategic Income Fund 0.10 +12.00% 178157 5.63 5.54
KO Coca-Cola Company 0.09 -3.00% 20730 42.64 44.27
MMP Magellan Midstream Partners 0.09 11248 84.19 84.85
GAM General American Investors 0.09 +8.00% 24368 37.06 35.46
TYG Tortoise Energy Infrastructure 0.09 NEW 19118 48.12 48.49
Kayne Anderson Mdstm Energy 0.09 -8.00% 22555 40.08 0.00
BMY Bristol Myers Squibb 0.08 +24.00% 16151 51.20 58.87
CSCO Cisco Systems 0.08 +29.00% 32808 25.18 27.03
NUE Nucor Corporation 0.08 14029 54.24 54.40
NOV National-Oilwell Var 0.08 10789 76.10 73.72
AMGN Amgen 0.08 +74.00% 5711 140.43 164.18
EFA iShares MSCI EAFE Index Fund 0.08 +10.00% 12094 64.08 64.15
VTR Ventas 0.08 +25.00% 13326 61.98 69.94
VWO Vanguard Emerging Markets ETF 0.08 +8.00% 19491 41.71 42.68
TEI Templeton Emerging Markets Income Fund 0.08 +17.00% 60148 12.72 12.58
BTZ BlackRock Credit All Inc Trust IV 0.08 +14.00% 62410 13.32 13.37
Nuveen Build Amer Bd Opptny 0.08 +17.00% 36306 21.21 0.00
Oi Sa-adr sp 0.08 +647.00% 1029669 0.74 0.00
Oaktree Cap 0.08 +51.00% 15100 51.13 0.00
Wci Cmntys Inc Com Par $0.01 0.08 +47.00% 41861 18.44 0.00
Ftd Cos 0.08 NEW 25006 34.11 0.00
Century Communities 0.08 NEW 49024 17.36 0.00
HD Home Depot 0.07 -15.00% 7359 91.72 98.71
LLY Eli Lilly & Co. 0.07 10461 64.81 66.86
MMM 3M Company 0.07 -2.00% 5199 141.76 158.61
T AT&T; 0.07 -2.00% 19042 35.24 34.31
RAI Reynolds American 0.07 NEW 11100 59.01 64.48
INTC Intel Corporation 0.07 +7.00% 19351 34.83 36.31
MRK Merck & Co 0.07 12640 59.26 59.34
PEP Pepsi 0.07 +9.00% 7118 93.14 98.82
TOT TOTAL S.A. 0.07 +5.00% 11565 64.42 59.59
PAA Plains All American Pipeline 0.07 +10.00% 12011 58.86 53.82
ESD Western Asset Emerging Mrkts Dbt Fnd 0.07 +16.00% 41903 17.11 16.72
EVV Eaton Vance Limited Duration Income Fund 0.07 +16.00% 50142 14.58 14.26
SOR Source Capital 0.07 +24.00% 10900 64.95 69.08
ERC Wells Fargo Adv Multi-Sector Inco Fund 0.07 +10.00% 51660 13.96 13.86
Facebook Inc cl a 0.07 +20.00% 9013 79.00 0.00
Nexpoint Credit Strategies 0.07 +96.00% 70666 10.61 0.00
Kraft Foods 0.07 +11.00% 12166 56.39 0.00
Artisan Partners 0.07 +25.00% 12815 52.05 0.00
NRG NRG Energy 0.06 +2.00% 20583 30.46 30.88
JPM JPMorgan Chase & Co. 0.06 +24.00% 9655 60.28 60.45
VZ Verizon Communications 0.06 +57.00% 12459 50.00 49.15
CL Colgate-Palmolive Company 0.06 +16.00% 8831 65.22 67.95
HAL Halliburton Company 0.06 9666 64.56 49.90
UTX United Technologies Corporation 0.06 +12.00% 5311 105.63 110.40
SBUX Starbucks Corporation 0.06 +17.00% 7827 75.51 80.33
ETE Energy Transfer Equity 0.06 10112 61.71 63.74
JPS Nuveen Quality Pref. Inc. Fund II 0.06 +29.00% 65633 8.72 9.17
USB U.S. Ban 0.05 -7.00% 12201 41.80 44.09
D Dominion Resources 0.05 6590 69.04 73.05
PSA Public Storage 0.05 3307 165.71 185.47
LYV Live Nation Entertainment 0.05 +2.00% 21994 24.01 26.54
SXL Sunoco Logistics Partners 0.05 +4.00% 11030 48.23 50.92
ROK Rockwell Automation 0.05 +5.00% 4437 109.98 114.48
FEZ SPDR EURO STOXX 50 ETF 0.05 12438 39.72 39.27
PFL Pimco Income Strategy Fund 0.05 +51.00% 39454 11.94 12.22
BLW BlackRock Ltd. Duration Income Trust 0.05 +23.00% 33661 16.16 15.99
LEGG MASON BW GLOBAL Income 0.05 +54.00% 28823 16.93 0.00
COST Costco Wholesale Corporation 0.04 +6.00% 3556 125.42 139.80
WMT Wal-Mart Stores 0.04 +42.00% 4775 76.44 84.52
ADP Automatic Data Processing 0.04 -8.00% 5210 83.11 84.78
MDT Medtronic 0.04 +36.00% 5871 62.00 72.96
JWN Nordstrom 0.04 5210 68.33 76.91
EMR Emerson Electric 0.04 5634 62.66 65.77
SWY Safeway 0.04 10263 34.30 34.85
PSO Pearson 0.04 +26.00% 17940 20.01 19.31
COP ConocoPhillips 0.04 -9.00% 5608 76.50 73.33
RDS.A Royal Dutch Shell 0.04 -9.00% 5666 76.07 0.00
SYK Stryker Corporation 0.04 4560 80.70 91.84
WAG Walgreen Company 0.04 -9.00% 7288 59.28 67.98
ITW Illinois Tool Works 0.04 4547 84.45 95.50
GOOG Google 0.04 618 577.67 540.70
DX Dynex Capital 0.04 +13.00% 49000 8.08 8.48
LINE Linn Energy 0.04 12671 30.15 22.68
GBCI Glacier Ban 0.04 15985 25.84 28.09
HCP HCP 0.04 NEW 10140 39.74 43.57
DVY iShares Dow Jones Select Dividend 0.04 4850 73.81 78.82
IJR iShares S&P; SmallCap 600 Index 0.04 +8.00% 3843 104.35 113.01
RFI Cohen & Steers Total Return Real. Fd 0.04 NEW 35890 11.95 13.11
MUC Blackrock MuniHoldings CA Insrd Fnd 0.04 +13.00% 29574 14.24 14.25
Citi 0.04 +30.00% 8634 51.77 0.00
Stratasys 0.04 3000 120.67 0.00
Abbvie 0.04 +24.00% 6409 57.73 0.00
Google Inc Class C 0.04 634 588.33 0.00
BAC Bank of America Corporation 0.03 +22.00% 19391 17.07 17.18
ECL Ecolab 0.03 2811 114.91 114.50
AVP Avon Products 0.03 +27.00% 26260 12.60 9.77
COH Coach 0.03 +26.00% 8184 35.56 37.41
SE Spectra Energy 0.03 +36.00% 6908 39.23 39.37
DD E.I. du Pont de Nemours & Company 0.03 -15.00% 3556 71.71 72.15
COL Rockwell Collins 0.03 4300 78.60 85.16
SPLS Staples 0.03 +29.00% 26912 12.11 14.14
BPL Buckeye Partners 0.03 +17.00% 4150 79.76 80.38
MWE MarkWest Energy Partners 0.03 +15.00% 3812 76.86 73.71
WES Western Gas Partners 0.03 +4.00% 4542 75.08 72.01
CVGW Calavo Growers 0.03 NEW 6159 45.14 44.45
OKE ONEOK 0.03 -2.00% 4977 65.50 58.46
EVG Eaton Vance Short Duration Diversified I 0.03 +20.00% 23573 14.68 14.34
PML Pimco Municipal Income Fund II 0.03 NEW 23775 11.65 11.80
SCHB Schwab U S Broad Market ETF 0.03 NEW 5439 47.62 50.13
TWX Time Warner 0.02 2887 75.16 81.63
EEM iShares MSCI Emerging Markets Indx 0.02 NEW 5185 41.47 42.09
TWO Two Harbors Investment 0.02 +23.00% 15638 9.66 10.46
RLI RLI 0.02 4700 43.19 46.45
ABT Abbott Laboratories 0.02 +4.00% 5279 41.67 44.32
TRV Travelers Companies 0.02 +4.00% 2371 94.05 103.47
ABC AmerisourceBergen 0.02 2909 77.35 90.04
LMT Lockheed Martin Corporation 0.02 -20.00% 1339 182.97 188.87
AGN Allergan 0.02 -2.00% 1398 178.11 211.81
HON Honeywell International 0.02 -14.00% 2177 93.25 98.54
Nextera Energy 0.02 2593 93.71 0.00
Accenture 0.02 NEW 2815 81.35 0.00
FTR Frontier Communications 0.02 27500 6.51 6.97
PCAR PACCAR 0.02 4000 56.75 67.55
TIBX Tibco Software 0.02 10600 23.58 23.95
TICC TICC Capital 0.02 22626 8.84 8.72
RGNC Regency Energy Partners 0.02 NEW 6582 32.66 0.00
KMP Kinder Morgan Energy Partners 0.02 -11.00% 2665 93.43 99.85
PSEC Prospect Capital Corporation 0.02 -12.00% 22000 9.91 9.51
BLL Ball Corporation 0.02 3333 63.31 64.97
IJK iShares S&P; MidCap 400 Growth 0.02 -12.00% 1602 151.69 161.67
MDY SPDR S&P; MidCap 400 ETF 0.02 NEW 881 249.72 265.40
SLV iShares Silver Trust 0.02 +8.00% 13693 16.36 15.97
TSLA Tesla Motors 0.02 NEW 916 242.36 248.84
Tanzanian Royalty Expl 0.02 +119.00% 117371 2.11 0.00
NUV Nuveen Muni Value Fund 0.02 +14.00% 16874 9.42 9.49
BGT BlackRock Floating Rate Income Trust 0.02 12908 13.79 13.01
ARR ARMOUR Residential REIT 0.02 60000 3.85 3.94
NAC Nuveen CA Dividend Advantage Muni. Fund 0.02 16338 14.26 14.47
Cys Investments 0.02 30000 8.23 0.00
Oiltanking Partners L P unit 0.02 +106.00% 5069 49.52 0.00
FSC Fifth Street Finance 0.01 10000 9.20 8.80
GLAD Gladstone Capital Corporation 0.01 12701 8.74 9.23
WTSLA Wet Seal 0.01 +162.00% 210000 0.52 0.00
PNNT PennantPark Investment 0.01 NEW 11704 10.94 10.98
ALSK Alaska Communications Systems 0.01 75000 1.57 1.31
PT Portugal Telecom, SGPS 0.01 +200.00% 30000 2.10 1.86
INTX Intersections 0.01 +150.00% 25000 3.84 4.12
Eldorado Gold 0.01 11330 6.71 0.00
Nuveen Mun High Income Opp F 0.01 NEW 10292 13.02 0.00
Penn West Energy Trust 0.01 16000 6.75 0.00
Cornerstone Strategic Value 0.01 +66.00% 25000 5.84 0.00
NNY Nuveen NY Municipal Value 0.01 10200 9.71 9.64
Neophotonics 0.01 NEW 25000 3.36 0.00
Just Energy 0.01 30000 4.67 0.00
Roundy's 0.01 +33.00% 20000 3.00 0.00
Western Asset Mortgage cmn 0.01 10000 14.80 0.00
Sprint 0.01 10744 6.33 0.00
NIHD NII Holdings 0.00 39611 0.05 0.06
NVTL Novatel Wireless 0.00 10000 3.70 2.56
Rubicon Minerals 0.00 14000 1.36 0.00
Bank Of America Corp w exp 10/201 0.00 10000 1.00 0.00
Comstock Mining Inc cs 0.00 14163 1.20 0.00
Diana Containerships 0.00 17500 2.23 0.00
Citigroup Inc Com Us cmn 0.00 -34.00% 18985 0.95 0.00
Oi Sa-adr sp 0.00 -96.00% 34186 0.70 0.00
Cosiinccomnewadded 0.00 NEW 15037 2.26 0.00

Past 13F-HR SEC Filings for FIRST FOUNDATION ADVISORS