First Foundation Advisors
Latest statistics and disclosures from FIRST FOUNDATION ADVISORS's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, Vareit, Inc reits, PFE, BRK.B, PM. These five stock positions account for 20.60% of FIRST FOUNDATION ADVISORS's total stock portfolio.
- Added to shares of these 10 stocks: Allergan (+$20.54M), Nuveen Insd Dividend Advantage, NZF, Allergan Plc pfd conv ser a, BRK.B, ERC, XOM, MMT, Brookfield Mortg. Opportunity bond etf, New America High Income Fund I.
- Started 42 new stock positions in AGG, SPE, Equinix, IQI, MMT, MCA, KED, Coca Cola European Partners shs, Vaneck Vec Invt Grade Fltg Rate Etf etf/closed end fund, V.
- Reduced shares in these 10 stocks: Rexford Industrial Realty Inc reit (-$16.74M), MSFT (-$16.28M), Mondelez Int (-$14.30M), PTY (-$6.40M), EFA, ISI, Pimco Dynamic Incm Fund, SPY, PFE, DOW.
- Sold out of its positions in AXP, ADP, BHI, California Resources, Chesapeake Lodging Trust sh ben int, Citi, Clearbridge Energy Mlp Fd, Coca-cola Enterprises, COP, CY.
- As of June 30, 2016, FIRST FOUNDATION ADVISORS has $1.39B in assets under management (AUM). Assets under management grew from a total value of $1.38B to $1.39B.
- Independent of market fluctuations, FIRST FOUNDATION ADVISORS was a net seller by $36.64M worth of stocks in the most recent quarter.
FIRST FOUNDATION ADVISORS portfolio companies for June 2016 quarter
| Company (Ticker) | Portfolio Weight | Share Count | Price | Last Trade |
|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.39 | 1.47M -17.00% | 51.17 | 42.00 |
| Vareit, Inc reits | 5.19 | 7.13M | 10.14 | 0.00 |
| Pfizer (PFE) | 3.61 | 1.43M -5.00% | 35.21 | 33.78 |
| Berkshire Hathaway (BRK.B) | 3.34 | 321647 +6.00% | 144.79 | 0.00 |
| Philip Morris International (PM) | 3.08 | 421588 | 101.72 | 77.69 |
| Rexford Industrial Realty Inc reit | 2.63 | 1.74M -31.00% | 21.09 | 0.00 |
| United Parcel Service (UPS) | 2.37 | 307233 | 107.72 | 99.32 |
| Diageo (DEO) | 2.35 | 290562 | 112.88 | 110.91 |
| Gramercy Ppty Tr | 2.24 | 3.39M +4.00% | 9.22 | 0.00 |
| Altria (MO) | 2.14 | 431712 | 68.96 | 52.47 |
| Johnson & Johnson (JNJ) | 2.13 | 244228 | 121.30 | 98.55 |
| Oracle Corporation (ORCL) | 2.06 | 700185 -6.00% | 40.93 | 41.62 |
| Wells Fargo & Company (WFC) | 1.95 | 574778 | 47.33 | 53.90 |
| Medtronic | 1.92 | 308828 | 86.77 | 0.00 |
| Bank of New York Mellon Corporation (BK) | 1.90 | 681352 -4.00% | 38.85 | 39.44 |
| Level 3 Communications | 1.81 | 489376 | 51.49 | 0.00 |
| Merck & Co (MRK) | 1.79 | 432112 | 57.61 | 56.20 |
| BlackRock (BLK) | 1.78 | 72324 | 342.53 | 357.74 |
| Allergan | 1.77 | 106671 +499.00% | 231.10 | 0.00 |
| Comcast Corporation (CMCSA) | 1.62 | 345348 -3.00% | 65.19 | 58.60 |
| TJX Companies (TJX) | 1.61 | 290222 | 77.23 | 67.66 |
| Alphabet Inc Class C cs | 1.46 | 29328 +2.00% | 692.12 | 0.00 |
| Mondelez Int | 1.41 | 432993 -42.00% | 45.51 | 0.00 |
| Starwood Property Trust (STWD) | 1.37 | 919450 | 20.72 | 23.57 |
| British American Tobac (BTI) | 1.37 | 147688 | 129.48 | 108.89 |
| Anheuser-Busch InBev NV (BUD) | 1.34 | 142102 | 131.68 | 120.72 |
| Republic Services (RSG) | 1.29 | 349564 -4.00% | 51.31 | 40.26 |
| Las Vegas Sands (LVS) | 1.25 | 402033 +8.00% | 43.49 | 52.42 |
| International Business Machines (IBM) | 1.22 | 112224 -2.00% | 151.78 | 158.25 |
| QUALCOMM (QCOM) | 1.16 | 300631 -5.00% | 53.57 | 71.27 |
| Live Nation Entertainment (LYV) | 1.11 | 657181 | 23.50 | 25.19 |
| Walt Disney Company (DIS) | 1.10 | 156538 -2.00% | 97.82 | 103.60 |
| Nielsen Hldgs Plc Shs Eur stock | 1.07 | 286798 | 51.97 | 0.00 |
| Monsanto Company (MON) | 0.95 | 128187 +4.00% | 103.41 | 117.22 |
| Oaktree Cap | 0.90 | 281469 -4.00% | 44.76 | 0.00 |
| Goldman Sachs (GS) | 0.89 | 83332 -2.00% | 148.57 | 184.67 |
| Occidental Petroleum Corporation (OXY) | 0.83 | 153483 +3.00% | 75.56 | 74.23 |
| Pimco Dynamic Credit Income other | 0.82 | 596428 | 19.13 | 0.00 |
| Dow Chemical Company (DOW) | 0.77 | 217020 -17.00% | 49.71 | 47.09 |
| Nuveen Multi-Strategy Inc & Growth Fd 2 (JQC) | 0.75 | 1.29M +8.00% | 8.08 | 9.03 |
| Pimco Income Strategy Fund II (PFN) | 0.71 | 1.07M | 9.20 | 10.20 |
| Doubleline Income Solutions | 0.70 | 531712 | 18.35 | 0.00 |
| Twenty-first Century Fox | 0.67 | 346137 | 27.05 | 0.00 |
| PICO Holdings (PICO) | 0.65 | 960983 +4.00% | 9.46 | 17.17 |
| PCM Fund (PCM) | 0.64 | 920106 -11.00% | 9.72 | 10.64 |
| Gilead Sciences (GILD) | 0.62 | 103541 +3.00% | 83.42 | 99.53 |
| Starbucks Corporation (SBUX) | 0.61 | 148823 | 57.12 | 92.23 |
| Cohen & Steers Ltd Dur Pfd I | 0.57 | 326568 -11.00% | 24.30 | 0.00 |
| Apple (AAPL) | 0.53 | 77862 -4.00% | 95.61 | 123.28 |
| Nuveen Build Amer Bd fd | 0.45 | 274547 | 22.81 | 0.00 |
| Retail Opportunity Investments (ROIC) | 0.44 | 283015 | 21.67 | 17.05 |
| PIMCO Corporate Opportunity Fund (PTY) | 0.44 | 430255 -51.00% | 14.09 | 16.14 |
| Nuveen Multi-Strategy Income & Growth Fd (JPC) | 0.44 | 609251 | 10.02 | 9.44 |
| BlackRock Credit All Inc Trust IV (BTZ) | 0.43 | 455925 +17.00% | 13.02 | 13.18 |
| Teva Pharmaceutical Industries (TEVA) | 0.41 | 113583 +13.00% | 50.24 | 57.77 |
| Eaton Vance Limited Duration Income Fund (EVV) | 0.34 | 351792 +4.00% | 13.44 | 14.26 |
| Biogen Idec (BIIB) | 0.33 | 19125 -8.00% | 241.84 | 415.20 |
| Diversified Real Asset Inc F | 0.33 | 280744 +10.00% | 16.55 | 0.00 |
| BlackRock Floating Rate Income Strat. Fn (FRA) | 0.32 | 343450 +4.00% | 13.15 | 13.92 |
| Nuveen Insd Dividend Advantage | 0.32 | 275779 +637.00% | 16.26 | 0.00 |
| BlackRock Ltd. Duration Income Trust (BLW) | 0.32 | 293651 +4.00% | 15.25 | 15.88 |
| Nuveen Div Adv Muni Fd 3 Ben Int (NZF) | 0.32 | 278037 +635.00% | 15.92 | 13.87 |
| Coca-Cola Company (KO) | 0.30 | 90770 | 45.33 | 40.22 |
| Berkshire Hathaway (BRK.A) | 0.30 | 19 -9.00% | 217000.00 | 0.00 |
| BlackRock Core Bond Trust (BHK) | 0.30 | 303637 +6.00% | 13.97 | 13.40 |
| Exxon Mobil Corporation (XOM) | 0.29 | 43635 +92.00% | 93.73 | 84.57 |
| Eaton Vance Short Duration Diversified I (EVG) | 0.29 | 302151 +5.00% | 13.50 | 14.29 |
| Pimco Dynamic Incm Fund | 0.29 | 144089 -46.00% | 27.57 | 0.00 |
| SPDR S&P; 500 ETF (SPY) | 0.27 | 18196 -45.00% | 209.50 | 205.25 |
| Vanguard S&p 500 Etf idx fd | 0.27 | 19841 | 192.18 | 0.00 |
| Lions Gate Entertainment (LGF) | 0.25 | 169229 +31.00% | 20.22 | 32.24 |
| Ftd Cos | 0.25 | 138964 +9.00% | 24.95 | 0.00 |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.23 | 38118 -23.00% | 84.71 | 90.34 |
| Nuveen California Municipal Value Fund (NCA) | 0.23 | 281400 | 11.19 | 10.55 |
| DreamWorks Animation SKG (DWA) | 0.22 | 74855 -30.00% | 40.86 | 21.63 |
| Allergan Plc pfd conv ser a | 0.22 | 3638 NEW | 833.66 | 0.00 |
| Blackrock Build America Bond Trust (BBN) | 0.21 | 121857 +16.00% | 24.39 | 22.30 |
| Alexandria Real Estate Equities (ARE) | 0.20 | 27026 | 103.53 | 94.19 |
| Wynn Resorts (WYNN) | 0.19 | 29072 -22.00% | 90.61 | 128.14 |
| Vanguard Mid-Cap ETF (VO) | 0.19 | 21819 | 123.61 | 125.59 |
| Vanguard REIT ETF (VNQ) | 0.19 | 29564 -31.00% | 88.66 | 80.84 |
| iShares S&P; 1500 Index Fund (ISI) | 0.19 | 27481 -57.00% | 95.27 | 0.00 |
| Mead Johnson Nutrition (MJN) | 0.18 | 27681 +17.00% | 90.75 | 98.45 |
| Spdr Short-term High Yield mf | 0.18 | 91053 -4.00% | 27.00 | 0.00 |
| Bristol Myers Squibb (BMY) | 0.17 | 32296 +5.00% | 73.54 | 66.08 |
| Celgene Corporation (CELG) | 0.17 | 24458 | 98.62 | 118.26 |
| Nuveen Quality Pref. Inc. Fund II (JPS) | 0.17 | 254152 -16.00% | 9.25 | 9.20 |
| Alexandria Real Estate Equitie conv prf | 0.17 | 71164 -21.00% | 34.10 | 0.00 |
| Pepsi (PEP) | 0.16 | 21043 | 105.93 | 93.96 |
| Ares Dynamic Cr Allocation | 0.16 | 165960 +4.00% | 13.75 | 0.00 |
| Brown-Forman Corporation (BF.B) | 0.15 | 20678 +7.00% | 99.77 | 0.00 |
| Aon | 0.15 | 19146 | 109.21 | 0.00 |
| Wells Fargo Adv Multi-Sector Inco Fund (ERC) | 0.14 | 157337 NEW | 12.65 | 13.51 |
| Procter & Gamble Company (PG) | 0.13 | 22074 +2.00% | 84.67 | 81.31 |
| New America High Income Fund I | 0.13 | 213374 +688.00% | 8.55 | 0.00 |
| MFS Multimarket Income Trust (MMT) | 0.13 | 304550 NEW | 6.05 | 6.35 |
| Great Ajax Corp reit | 0.13 | 133804 +12.00% | 13.87 | 0.00 |
| Paypal Holdings | 0.13 | 47786 | 36.52 | 0.00 |
| Alphabet Inc Class A cs | 0.13 | 2575 +30.00% | 703.61 | 0.00 |
| Chevron Corporation (CVX) | 0.12 | 15748 -27.00% | 104.84 | 102.86 |
| Cisco Systems (CSCO) | 0.12 | 56686 -9.00% | 28.68 | 28.51 |
| Nuveen Fltng Rte Incm Opp Fd | 0.12 | 163243 +864.00% | 10.26 | 0.00 |
| Eaton Vance Natl Mun Opport | 0.12 | 70142 | 23.04 | 0.00 |
| Facebook Inc cl a | 0.12 | 14330 +18.00% | 114.31 | 0.00 |
| Brookfield Mortg. Opportunity bond etf | 0.12 | 114482 NEW | 14.87 | 0.00 |
| Flaherty & Crumrine Dyn Pfd shs | 0.12 | 67722 +8.00% | 24.25 | 0.00 |
| Time Warner (TWX) | 0.11 | 20710 +2.00% | 73.54 | 83.25 |
| UnitedHealth (UNH) | 0.11 | 10678 +10.00% | 141.22 | 113.33 |
| Amazon (AMZN) | 0.11 | 2060 +81.00% | 715.53 | 372.62 |
| Fox News | 0.11 | 57002 -20.00% | 26.48 | 0.00 |
| Templeton Emerging Markets Income Fund (TEI) | 0.10 | 127718 | 10.47 | 11.08 |
| PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.10 | 13203 +60.00% | 101.19 | 101.12 |
| BLACKROCK MUN TARGET TERM TR SHARES Of Ben | 0.10 | 59008 +21.00% | 24.20 | 0.00 |
| Liberty Global Inc Com Ser A | 0.10 | 48793 NEW | 29.05 | 0.00 |
| Broad | 0.10 | 8936 +30.00% | 155.44 | 0.00 |
| iShares S&P; 500 Index (IVV) | 0.09 | 5782 +38.00% | 210.48 | 205.96 |
| Vanguard Admiral Fds Inc cmn | 0.09 | 12480 | 105.21 | 0.00 |
| Ucp Inc-cl A | 0.09 | 159422 -37.00% | 8.03 | 0.00 |
| Leucadia National (LUK) | 0.08 | 62603 -16.00% | 17.35 | 23.15 |
| Charles Schwab Corporation (SCHW) | 0.08 | 45070 -42.00% | 25.32 | 30.86 |
| Intel Corporation (INTC) | 0.08 | 34120 -3.00% | 32.80 | 32.76 |
| Amgen (AMGN) | 0.08 | 7314 -15.00% | 152.17 | 153.92 |
| ONEOK (OKE) | 0.08 | 23843 +177.00% | 47.44 | 46.35 |
| iShares Dow Jones Select Dividend (DVY) | 0.08 | 12917 | 85.31 | 76.58 |
| General American Investors (GAM) | 0.08 | 34029 +7.00% | 30.83 | 34.90 |
| Blackrock Multi-sector Incom other | 0.08 | 68307 NEW | 16.54 | 0.00 |
| Doubleline Total Etf etf | 0.08 | 21016 NEW | 49.91 | 0.00 |
| Coca Cola European Partners shs | 0.08 | 30115 NEW | 35.70 | 0.00 |
| McDonald's Corporation (MCD) | 0.07 | 8350 -18.00% | 120.36 | 96.21 |
| General Electric Company (GE) | 0.07 | 31474 -18.00% | 31.49 | 25.35 |
| AT&T; (T) | 0.07 | 22224 | 43.20 | 32.70 |
| Boeing Company (BA) | 0.07 | 7980 -35.00% | 129.82 | 152.38 |
| Vector (VGR) | 0.07 | 40919 NEW | 22.41 | 21.79 |
| Nordic American Tanker Shippin | 0.07 | 72210 +94.00% | 13.89 | 0.00 |
| SPDR Barclays Cptl Shrt Term Corp Bd ETF (SCPB) | 0.07 | 31510 | 30.78 | 30.62 |
| Blackrock MuniHoldings CA Insrd Fnd (MUC) | 0.07 | 60170 +6.00% | 16.29 | 14.54 |
| Doubleline Opportunistic Cr | 0.07 | 34145 -51.00% | 26.77 | 0.00 |
| Global Net Lease | 0.07 | 114647 -6.00% | 7.95 | 0.00 |
| Costco Wholesale Corporation (COST) | 0.06 | 5264 -4.00% | 157.10 | 148.30 |
| Home Depot (HD) | 0.06 | 6672 -34.00% | 127.70 | 113.11 |
| Lockheed Martin Corporation (LMT) | 0.06 | 3149 -10.00% | 248.33 | 197.87 |
| Schlumberger (SLB) | 0.06 | 10957 -35.00% | 79.04 | 81.67 |
| Prudential Financial (PRU) | 0.06 | 12419 | 71.34 | 80.31 |
| Realty Income (O) | 0.06 | 12465 +68.00% | 69.39 | 49.45 |
| BofI Holding (BOFI) | 0.06 | 48000 | 17.71 | 87.64 |
| CoreSite Realty (COR) | 0.06 | 9411 | 88.73 | 46.36 |
| Pimco Income Strategy Fund (PFL) | 0.06 | 87616 | 10.27 | 11.62 |
| Alexander & Baldwin | 0.06 | 21493 | 36.07 | 0.00 |
| Abbvie | 0.06 | 12528 -22.00% | 61.94 | 0.00 |
| Nuveen Global High Inc Fd | 0.06 | 58546 -51.00% | 14.38 | 0.00 |
| Ishares U S Etf Tr shr mat mu etf | 0.06 | 15950 | 50.22 | 0.00 |
| Monster Beverage Corp Com stock | 0.06 | 4991 NEW | 160.69 | 0.00 |
| Nuveen Barclays Shrt Term Muni bdfund | 0.06 | 16370 | 49.05 | 0.00 |
| Vaneck Vectors Amt-free Shrt M bdfund | 0.06 | 45450 NEW | 17.73 | 0.00 |
| Vaneck Vec Invt Grade Fltg Rate Etf etf/closed end fund | 0.06 | 32350 NEW | 24.82 | 0.00 |
| BP (BP) | 0.05 | 18776 +91.00% | 35.52 | 38.44 |
| Dominion Resources (D) | 0.05 | 9674 +3.00% | 77.94 | 69.17 |
| 3M Company (MMM) | 0.05 | 4111 | 175.14 | 162.72 |
| Digital Realty Trust (DLR) | 0.05 | 5795 +19.00% | 109.06 | 64.33 |
| Public Storage (PSA) | 0.05 | 2931 +8.00% | 255.54 | 186.59 |
| Royal Dutch Shell (RDS.A) | 0.05 | 12752 +99.00% | 55.21 | 0.00 |
| Unilever N.V. (UN) | 0.05 | 15000 | 46.93 | 42.05 |
| Activision Blizzard (ATVI) | 0.05 | 18910 +120.00% | 39.61 | 22.67 |
| Illumina (ILMN) | 0.05 | 5235 +146.00% | 140.40 | 191.44 |
| BlackRock Debt Strategies Fund (DSU) | 0.05 | 180000 | 3.53 | 3.73 |
| Pimco Municipal Income Fund III (PMX) | 0.05 | 48723 | 12.89 | 11.24 |
| Nuveen Build Amer Bd Opptny | 0.05 | 31461 | 22.69 | 0.00 |
| Zoetis Inc Cl A | 0.05 | 15878 +16.00% | 47.49 | 0.00 |
| Qts Realty Trust Inc stock | 0.05 | 11736 +87.00% | 55.98 | 0.00 |
| Ecolab (ECL) | 0.04 | 5164 +4.00% | 118.51 | 115.32 |
| FedEx Corporation (FDX) | 0.04 | 3896 -11.00% | 151.69 | 170.82 |
| BioMarin Pharmaceutical (BMRN) | 0.04 | 6550 +40.00% | 77.86 | 113.42 |
| Eli Lilly & Co. (LLY) | 0.04 | 7132 -25.00% | 78.80 | 68.81 |
| Copart (CPRT) | 0.04 | 10668 -14.00% | 49.03 | 36.58 |
| Verizon Communications (VZ) | 0.04 | 10851 -16.00% | 55.85 | 48.01 |
| AmerisourceBergen (ABC) | 0.04 | 6821 NEW | 79.31 | 103.61 |
| CenturyLink (CTL) | 0.04 | 17706 NEW | 29.03 | 35.12 |
| eBay (EBAY) | 0.04 | 21272 -7.00% | 23.41 | 59.78 |
| Advance Auto Parts (AAP) | 0.04 | 3122 +11.00% | 161.76 | 147.03 |
| SPDR Gold Trust (GLD) | 0.04 | 4303 -10.00% | 126.42 | 110.56 |
| NetEase (NTES) | 0.04 | 3068 NEW | 193.29 | 98.14 |
| Acuity Brands (AYI) | 0.04 | 1980 +80.00% | 247.98 | 159.34 |
| Skyworks Solutions (SWKS) | 0.04 | 9648 +222.00% | 63.33 | 92.91 |
| DuPont Fabros Technology (DFT) | 0.04 | 12290 +120.00% | 47.52 | 31.04 |
| General Motors Company (GM) | 0.04 | 18203 +2.00% | 28.29 | 37.89 |
| Pimco Municipal Income Fund II (PML) | 0.04 | 38445 | 13.97 | 12.24 |
| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.04 | 34781 -3.00% | 16.96 | 15.13 |
| Lifelock | 0.04 | 36187 NEW | 15.81 | 0.00 |
| Alibaba Group Holding Ltd Spon | 0.04 | 7473 +77.00% | 79.49 | 0.00 |
| Equinix | 0.04 | 1405 NEW | 387.90 | 0.00 |
| Mylan Nv | 0.04 | 13500 +164.00% | 43.26 | 0.00 |
| Rivernorth Opprtunities Fd I | 0.04 | 31200 NEW | 18.97 | 0.00 |
| Crown Holdings (CCK) | 0.03 | 8769 NEW | 50.63 | 50.20 |
| JPMorgan Chase & Co. (JPM) | 0.03 | 6548 -45.00% | 62.16 | 60.16 |
| MasterCard Incorporated (MA) | 0.03 | 5121 NEW | 88.07 | 87.52 |
| Wal-Mart Stores (WMT) | 0.03 | 5752 -3.00% | 73.02 | 81.06 |
| Abbott Laboratories (ABT) | 0.03 | 10230 -25.00% | 39.30 | 46.40 |
| SYSCO Corporation (SYY) | 0.03 | 8244 -4.00% | 50.70 | 38.41 |
| Travelers Companies (TRV) | 0.03 | 3015 -2.00% | 119.07 | 105.54 |
| Union Pacific Corporation (UNP) | 0.03 | 4133 -20.00% | 87.35 | 114.86 |
| Molson Coors Brewing Company (TAP) | 0.03 | 4595 +12.00% | 101.20 | 73.49 |
| Emerson Electric (EMR) | 0.03 | 7896 -32.00% | 52.18 | 55.87 |
| National-Oilwell Var (NOV) | 0.03 | 10739 | 33.62 | 50.15 |
| Rockwell Collins (COL) | 0.03 | 4500 -6.00% | 85.11 | 91.43 |
| Macy's (M) | 0.03 | 13618 +41.00% | 33.63 | 62.37 |
| Nextera Energy | 0.03 | 2694 +9.00% | 130.29 | 0.00 |
| Illinois Tool Works (ITW) | 0.03 | 4400 -5.00% | 104.09 | 96.27 |
| Kellogg Company (K) | 0.03 | 5799 -26.00% | 81.57 | 62.16 |
| Toll Brothers (TOL) | 0.03 | 12952 +8.00% | 26.95 | 37.37 |
| Sempra Energy (SRE) | 0.03 | 3316 NEW | 113.99 | 106.08 |
| Yahoo! (YHOO) | 0.03 | 10106 | 37.60 | 42.61 |
| Edison International (EIX) | 0.03 | 5547 +44.00% | 77.70 | 61.82 |
| Glacier Ban (GBCI) | 0.03 | 15306 | 26.59 | 24.79 |
| Rockwell Automation (ROK) | 0.03 | 3248 | 114.84 | 110.21 |
| Magellan Midstream Partners (MMP) | 0.03 | 5655 -13.00% | 76.04 | 78.66 |
| Prospect Capital Corporation (PSEC) | 0.03 | 48133 +6.00% | 7.81 | 8.49 |
| Western Asset Emerging Mrkts Dbt Fnd (ESD) | 0.03 | 25933 -12.00% | 15.54 | 15.71 |
| WisdomTree Total Dividend Fund (DTD) | 0.03 | 4800 | 76.67 | 73.40 |
| Invesco Quality Municipal Inc Trust (IQI) | 0.03 | 31330 NEW | 13.82 | 12.46 |
| Nuveen Insured Tax-Free Adv Munici Fd (NEA) | 0.03 | 25042 NEW | 15.01 | 13.82 |
| Ishares Tr eafe min volat | 0.03 | 5861 | 66.37 | 0.00 |
| Express Scripts Holding | 0.03 | 6186 +15.00% | 75.82 | 0.00 |
| Palo Alto Networks | 0.03 | 3780 +76.00% | 122.75 | 0.00 |
| Ishares Core Msci Eafe Etf core msci eafe | 0.03 | 7673 -11.00% | 51.87 | 0.00 |
| Jamba | 0.03 | 46500 NEW | 10.28 | 0.00 |
| Eaton Vance Mun Income Term Tr Shs | 0.03 | 18386 NEW | 21.27 | 0.00 |
| Kraft Heinz | 0.03 | 5098 | 88.47 | 0.00 |
| Madison Square Garden Cl A | 0.03 | 2444 +10.00% | 172.67 | 0.00 |
| Twilio Inc cl a | 0.03 | 10500 NEW | 36.48 | 0.00 |
| RLI (RLI) | 0.02 | 4051 | 68.87 | 48.75 |
| Bank of America Corporation (BAC) | 0.02 | 17965 +4.00% | 13.25 | 15.95 |
| Lennar Corporation (LEN) | 0.02 | 6875 | 46.11 | 48.23 |
| Raytheon Company (RTN) | 0.02 | 2329 +11.00% | 136.11 | 106.21 |
| CVS Caremark Corporation (CVS) | 0.02 | 2723 -8.00% | 95.85 | 101.90 |
| Novartis AG (NVS) | 0.02 | 3887 -82.00% | 82.58 | 96.03 |
| CIGNA Corporation (CI) | 0.02 | 2676 | 128.18 | 120.83 |
| Colgate-Palmolive Company (CL) | 0.02 | 2943 -63.00% | 73.05 | 68.17 |
| Honeywell International (HON) | 0.02 | 2824 -8.00% | 116.15 | 100.92 |
| United Technologies Corporation (UTX) | 0.02 | 2650 -51.00% | 102.64 | 118.52 |
| American Electric Power Company (AEP) | 0.02 | 3096 | 70.09 | 55.21 |
| iShares MSCI EAFE Index Fund (EFA) | 0.02 | 5217 -92.00% | 55.78 | 62.56 |
| Ford Motor Company (F) | 0.02 | 19325 -6.00% | 12.57 | 15.85 |
| TOTAL S.A. (TOT) | 0.02 | 4800 -17.00% | 48.12 | 48.03 |
| PG&E; Corporation (PCG) | 0.02 | 4210 | 63.90 | 51.38 |
| D.R. Horton (DHI) | 0.02 | 8067 NEW | 31.49 | 25.87 |
| Lannett Company (LCI) | 0.02 | 12844 NEW | 23.82 | 64.05 |
| Enterprise Products Partners | 0.02 | 11273 -25.00% | 29.27 | 0.00 |
| iShares Russell 1000 Growth Index (IWF) | 0.02 | 2607 -46.00% | 100.50 | 97.71 |
| iShares Lehman Aggregate Bond (AGG) | 0.02 | 2540 NEW | 112.60 | 110.29 |
| Pacific Premier Ban (PPBI) | 0.02 | 13317 -31.00% | 24.03 | 15.82 |
| SPDR S&P; Dividend (SDY) | 0.02 | 3792 +5.00% | 83.86 | 76.89 |
| iShares Cohen & Steers Realty Maj. (ICF) | 0.02 | 2037 NEW | 108.00 | 97.28 |
| PowerShares Emerging Markets Sovere (PCY) | 0.02 | 10628 | 29.54 | 28.05 |
| iShares S&P; Cal AMTFr Mncpl Bnd Fd (CMF) | 0.02 | 2553 | 122.21 | 116.66 |
| Tortoise Energy Infrastructure (TYG) | 0.02 | 7265 NEW | 30.83 | 43.19 |
| Nuveen Global Value Opportunities Fund (JGV) | 0.02 | 20000 NEW | 11.65 | 12.62 |
| iShares FTSE KLD 400 Social Idx Fd (DSI) | 0.02 | 2740 NEW | 77.37 | 76.29 |
| Invesco Van Kampen Cal Val Mun Inc Trust (VCV) | 0.02 | 17881 | 14.60 | 13.15 |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.02 | 3741 | 80.73 | 79.79 |
| Blackrock Muniyield California Ins Fund (MCA) | 0.02 | 13165 NEW | 16.64 | 15.45 |
| Special Opportunities Fund (SPE) | 0.02 | 16744 NEW | 13.74 | 15.16 |
| Ishares Tr fltg rate nt | 0.02 | 5346 | 50.69 | 0.00 |
| Pimco Total Return Etf totl | 0.02 | 2525 | 107.33 | 0.00 |
| Norwegian Cruise Line Hldgs shs | 0.02 | 5425 -24.00% | 39.82 | 0.00 |
| Ishares B-ca | 0.02 | 6671 | 45.27 | 0.00 |
| Ishares Tr 2018 cp tm etf | 0.02 | 2620 | 103.05 | 0.00 |
| Enlink Midstream Ptrs | 0.02 | 14000 -4.00% | 16.64 | 0.00 |
| Walgreen Boots Alliance | 0.02 | 3900 -45.00% | 83.33 | 0.00 |
| Eversource Energy | 0.02 | 3846 NEW | 59.80 | 0.00 |
| NIKE (NKE) | 0.01 | 3746 +13.00% | 55.26 | 96.37 |
| Clorox Company (CLX) | 0.01 | 1495 NEW | 138.46 | 107.06 |
| Visa (V) | 0.01 | 2722 NEW | 74.21 | 266.74 |
| Fifth Street Finance (FSC) | 0.01 | 15000 | 4.87 | 7.07 |
| PACCAR (PCAR) | 0.01 | 4000 | 51.75 | 60.73 |
| Gladstone Capital Corporation (GLAD) | 0.01 | 12701 | 7.24 | 8.69 |
| TICC Capital (TICC) | 0.01 | 25126 | 5.25 | 7.42 |
| Tanzanian Royalty Expl | 0.01 | 117371 | 0.70 | 0.00 |
| Kayne Anderson Energy Development (KED) | 0.01 | 10352 NEW | 19.42 | 31.52 |
| Costamare Inc shs | 0.01 | 25000 NEW | 7.68 | 0.00 |
| BlackRock Floating Rate Income Trust (BGT) | 0.01 | 12908 | 12.94 | 13.44 |
| Kayne Anderson Mdstm Energy | 0.01 | 13965 | 14.39 | 0.00 |
| Nuveen Calif Municpal Valu F | 0.01 | 11340 +5.00% | 17.81 | 0.00 |
| Ambarella Inc shs | 0.01 | 4000 NEW | 50.75 | 0.00 |
| Monogram Residential Trust | 0.01 | 11540 -9.00% | 10.23 | 0.00 |
| Foamix Pharmaceuticals Ltd shs | 0.01 | 11819 NEW | 6.35 | 0.00 |
| Novatel Wireless (NVTL) | 0.00 | 10000 | 1.50 | 2.56 |
| Eldorado Gold | 0.00 | 11330 | 4.50 | 0.00 |
| Rubicon Minerals | 0.00 | 14000 | 0.07 | 0.00 |
| Bank Of America Corp w exp 10/201 | 0.00 | 10000 | 0.10 | 0.00 |
| Penn West Energy Trust | 0.00 | 46000 | 1.39 | 0.00 |
| Comstock Mining Inc cs | 0.00 | 14163 | 0.35 | 0.00 |
| Citigroup Inc Com Us cmn | 0.00 | 18985 | 0.05 | 0.00 |
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Past 13F-HR SEC Filings for FIRST FOUNDATION ADVISORS
- FIRST FOUNDATION ADVISORS 2016 Q1 filed May 13, 2016
- FIRST FOUNDATION ADVISORS 2015 Q4 filed Feb. 16, 2016
- FIRST FOUNDATION ADVISORS 2015 Q2 filed Aug. 13, 2015
- FIRST FOUNDATION ADVISORS 2015 Q1 filed May 14, 2015
- FIRST FOUNDATION ADVISORS 2014 Q3 filed Nov. 14, 2014
- FIRST FOUNDATION ADVISORS 2014 Q2 filed Aug. 15, 2014
- FIRST FOUNDATION ADVISORS 2014 Q1 filed May 15, 2014
- FIRST FOUNDATION ADVISORS 2013 Q3 filed Nov. 15, 2013
- FIRST FOUNDATION ADVISORS 2013 Q2 filed Aug. 9, 2013
- First Foundation Advisors 2013 Q1 filed May 15, 2013
- First Foundation Advisors 2012 Q4 filed Feb. 15, 2013
- First Foundation Advisors 2012 Q3 amended filed Nov. 19, 2012
- First Foundation Advisors 2012 Q3 filed Nov. 14, 2012
- First Foundation Advisors 2012 Q2 filed Aug. 13, 2012
- First Foundation Advisors 2012 Q1 filed May 15, 2012
- First Foundation Advisors 2011 Q4 filed Feb. 15, 2012
- First Foundation Advisors 2011 Q3 filed Nov. 15, 2011
- First Foundation Advisors 2011 Q2 filed Aug. 16, 2011
- First Foundation Advisors 2011 Q1 filed May 17, 2011