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, BRK.B, PFE, PM, and represent 18.86% of FIRST FOUNDATION ADVISORS's stock portfolio.
- Added to shares of these 10 stocks: CMCSA (+$13.56M), Level 3 Communications (+$13.36M), BTI (+$10.83M), LVS (+$10.58M), JPM (+$8.28M), Vareit, Inc reits (+$6.54M), MINT, ROIC, Allergan, AMZN.
- Started 45 new stock positions in Alibaba Group Holding Ltd Spon, WY, TREX, Washington Prime, Store Capital Corp reit, Wisdomtree Tr intl hedge eqt, Phillips 66, RCII, Grubhub, Powershares Etf Tr Ii s^p smcp fin p.
- Reduced shares in these 10 stocks: Gramercy Ppty Tr (-$61.59M), BLK (-$9.37M), EFA (-$9.04M), GS (-$7.32M), CMF (-$5.97M), AGG (-$5.65M), PM, MSFT, IBM, Doubleline Total Etf etf.
- Sold out of its positions in AFL, AYI, Alexander & Baldwin, AEP, Bank Of America Corp w exp 10/201, BIIB, CAT, DECK, DISCK, Direxion Shs Etf Tr daily jr gold mi.
- FIRST FOUNDATION ADVISORS was a net seller of stock by $21.09M.
- FIRST FOUNDATION ADVISORS has $1.62B in assets under management (AUM), growing by 5.78%.
FIRST FOUNDATION ADVISORS portfolio companies for March 2017 quarter
| Company (Ticker) | Portfolio Weight | Share Count | Price | Last Trade |
|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.23 | 1.28M -5.00% | 65.86 | 73.79 |
| Vareit, Inc reits | 4.03 | 7.66M +11.00% | 8.49 | 0.00 |
| Berkshire Hathaway (BRK.B) | 3.88 | 376163 | 166.68 | 0.00 |
| Pfizer (PFE) | 3.05 | 1.44M +2.00% | 34.21 | 33.48 |
| Philip Morris International (PM) | 2.68 | 383170 -9.00% | 112.90 | 119.58 |
| Level 3 Communications | 2.60 | 734105 +46.00% | 57.22 | 0.00 |
| Allergan | 2.36 | 159559 +8.00% | 238.92 | 0.00 |
| PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 2.24 | 356661 +14.00% | 101.65 | 101.72 |
| United Parcel Service (UPS) | 2.13 | 320205 +4.00% | 107.30 | 112.68 |
| Alphabet Inc Class C cs | 2.12 | 41311 +7.00% | 829.56 | 0.00 |
| Gramercy Ppty Tr | 2.11 | 1.30M -64.00% | 26.30 | 0.00 |
| Diageo (DEO) | 2.07 | 288919 +9.00% | 115.58 | 120.65 |
| Las Vegas Sands (LVS) | 2.03 | 574691 +47.00% | 57.07 | 62.36 |
| Johnson & Johnson (JNJ) | 1.97 | 255023 +4.00% | 124.55 | 135.31 |
| Oracle Corporation (ORCL) | 1.97 | 712429 +6.00% | 44.61 | 50.80 |
| Altria (MO) | 1.96 | 444425 +2.00% | 71.42 | 73.42 |
| Bank of New York Mellon Corporation (BK) | 1.95 | 667576 +3.00% | 47.23 | 53.36 |
| Wells Fargo & Company (WFC) | 1.95 | 564803 | 55.66 | 54.17 |
| Merck & Co (MRK) | 1.87 | 475431 +4.00% | 63.54 | 62.63 |
| Comcast Corporation (CMCSA) | 1.65 | 709781 +103.00% | 37.59 | 39.63 |
| Medtronic | 1.65 | 331721 +9.00% | 80.56 | 0.00 |
| Retail Opportunity Investments (ROIC) | 1.59 | 1.22M +15.00% | 21.03 | 20.02 |
| Rexford Industrial Realty Inc reit | 1.59 | 1.14M +2.00% | 22.52 | 0.00 |
| Goldman Sachs (GS) | 1.47 | 103320 -23.00% | 229.72 | 220.18 |
| Twenty-first Century Fox | 1.45 | 722285 +6.00% | 32.39 | 0.00 |
| Starwood Property Trust (STWD) | 1.40 | 1.00M +4.00% | 22.58 | 21.95 |
| PPG Industries (PPG) | 1.35 | 207092 +6.00% | 105.08 | 106.37 |
| Republic Services (RSG) | 1.33 | 341792 -2.00% | 62.81 | 64.90 |
| British American Tobac (BTI) | 1.28 | 311036 +110.00% | 66.32 | 71.55 |
| Live Nation Entertainment (LYV) | 1.19 | 635668 +3.00% | 30.37 | 36.66 |
| Walt Disney Company (DIS) | 1.16 | 164794 +3.00% | 113.39 | 107.09 |
| Mondelez Int | 1.15 | 432704 +5.00% | 43.08 | 0.00 |
| BlackRock (BLK) | 1.13 | 47469 -33.00% | 383.51 | 428.65 |
| Dow Chemical Company (DOW) | 1.11 | 281958 | 63.54 | 66.14 |
| Anheuser-Busch InBev NV (BUD) | 1.05 | 154607 +10.00% | 109.76 | 114.74 |
| Mallinckrodt Pub | 1.05 | 380034 +8.00% | 44.57 | 0.00 |
| Monsanto Company (MON) | 1.02 | 145278 +7.00% | 113.20 | 117.38 |
| QUALCOMM (QCOM) | 0.96 | 269214 | 57.34 | 53.84 |
| Apple (AAPL) | 0.77 | 86776 +16.00% | 143.66 | 150.27 |
| PICO Holdings (PICO) | 0.77 | 889746 -5.00% | 14.00 | 16.70 |
| Nielsen Hldgs Plc Shs Eur stock | 0.76 | 296443 +8.00% | 41.31 | 0.00 |
| Occidental Petroleum Corporation (OXY) | 0.75 | 190606 +16.00% | 63.36 | 60.03 |
| Pimco Dynamic Credit Income other | 0.67 | 508762 | 21.44 | 0.00 |
| Doubleline Income Solutions | 0.60 | 486516 +2.00% | 20.07 | 0.00 |
| Nuveen Multi-Strategy Inc & Growth Fd 2 (JQC) | 0.59 | 1.10M -8.00% | 8.69 | 8.60 |
| Pimco Income Strategy Fund II (PFN) | 0.58 | 928627 -4.00% | 10.05 | 10.76 |
| JPMorgan Chase & Co. (JPM) | 0.56 | 103143 +1068.00% | 87.84 | 90.89 |
| Starbucks Corporation (SBUX) | 0.53 | 146227 | 58.39 | 57.98 |
| Gilead Sciences (GILD) | 0.50 | 118366 +5.00% | 67.92 | 73.76 |
| Cohen & Steers Ltd Dur Pfd I | 0.45 | 289288 -11.00% | 25.35 | 0.00 |
| PCM Fund (PCM) | 0.43 | 691236 -12.00% | 10.15 | 11.58 |
| Exxon Mobil Corporation (XOM) | 0.40 | 79195 +26.00% | 82.01 | 80.12 |
| Amazon (AMZN) | 0.36 | 6634 +99.00% | 886.49 | 1025.67 |
| Wynn Resorts (WYNN) | 0.35 | 49317 +4.00% | 114.60 | 134.14 |
| Allergan Plc pfd conv ser a | 0.32 | 6150 -16.00% | 848.48 | 0.00 |
| Coca-Cola Company (KO) | 0.31 | 118687 +9.00% | 42.44 | 45.03 |
| Berkshire Hathaway (BRK.A) | 0.31 | 20 +17.00% | 249850.00 | 0.00 |
| Nuveen Build Amer Bd fd com | 0.31 | 241155 -6.00% | 20.90 | 0.00 |
| SPDR S&P; 500 ETF (SPY) | 0.30 | 20867 -42.00% | 235.73 | 246.88 |
| PIMCO Corporate Opportunity Fund (PTY) | 0.29 | 302993 -2.00% | 15.70 | 16.65 |
| BlackRock Floating Rate Income Strat. Fn (FRA) | 0.29 | 319141 -9.00% | 14.49 | 14.15 |
| BlackRock Ltd. Duration Income Trust (BLW) | 0.29 | 305174 +5.00% | 15.57 | 15.80 |
| Eaton Vance Limited Duration Income Fund (EVV) | 0.28 | 327817 -3.00% | 13.83 | 14.07 |
| Nuveen Multi-Strategy Income & Growth Fd (JPC) | 0.28 | 464709 -25.00% | 9.81 | 10.49 |
| Facebook Inc cl a | 0.28 | 31895 -2.00% | 142.06 | 0.00 |
| Nuveen Div Adv Muni Fd 3 Ben Int (NZF) | 0.27 | 305924 +45.00% | 14.39 | 15.13 |
| Vanguard S&p 500 Etf idx fd | 0.27 | 19841 | 216.37 | 0.00 |
| Nuveen Insd Dividend Advantage | 0.25 | 271141 | 14.62 | 0.00 |
| BlackRock Credit All Inc Trust IV (BTZ) | 0.25 | 306938 -26.00% | 13.16 | 13.48 |
| Wells Fargo & Company Non-cum Perpet cnv | 0.23 | 3064 +310.00% | 1239.00 | 0.00 |
| Alphabet Inc Class A cs | 0.23 | 4449 +28.00% | 847.72 | 0.00 |
| Wells Fargo Adv Multi-Sector Inco Fund (ERC) | 0.21 | 250339 +7.00% | 13.33 | 13.47 |
| MFS Multimarket Income Trust (MMT) | 0.20 | 528117 | 6.12 | 6.19 |
| Teva Pharmaceutical Industries (TEVA) | 0.19 | 97129 +7.00% | 32.09 | 32.64 |
| Celgene Corporation (CELG) | 0.19 | 24084 | 124.44 | 137.74 |
| Vanguard Mid-Cap ETF (VO) | 0.19 | 21819 | 139.24 | 145.54 |
| First Trust/Four Corners SFRI Fund II (FCT) | 0.19 | 219507 -26.00% | 13.83 | 13.47 |
| BlackRock Core Bond Trust (BHK) | 0.19 | 230328 -16.00% | 13.35 | 13.87 |
| Diversified Real Asset Inc F | 0.19 | 181611 -28.00% | 17.35 | 0.00 |
| Broad | 0.19 | 13917 +24.00% | 218.94 | 0.00 |
| Lions Gate Entmnt Corp cl a vtg | 0.19 | 116137 -9.00% | 26.49 | 0.00 |
| New America High Income Fund I | 0.18 | 304782 -5.00% | 9.43 | 0.00 |
| TCW Strategic Income Fund (TSI) | 0.18 | 531902 +215.00% | 5.40 | 5.67 |
| Wstrn Ast Clymr Infltn Lkd Opts & Inc Fd (WIW) | 0.18 | 256711 +445.00% | 11.17 | 11.16 |
| Blackrock Build America Bond Trust (BBN) | 0.18 | 130826 | 22.39 | 23.28 |
| Blackrock Multi-sector Incom other | 0.18 | 165771 -5.00% | 17.31 | 0.00 |
| Bristol Myers Squibb (BMY) | 0.16 | 47265 -9.00% | 54.37 | 55.65 |
| Cisco Systems (CSCO) | 0.16 | 75020 +6.00% | 33.80 | 31.84 |
| Mead Johnson Nutrition (MJN) | 0.16 | 28512 +36.00% | 89.05 | 89.98 |
| Alexandria Real Estate Equities (ARE) | 0.16 | 22730 +9.00% | 110.51 | 121.00 |
| iShares S&P; 1500 Index Fund (ISI) | 0.16 | 47069 | 54.03 | 0.00 |
| Nuveen Quality Pref. Inc. Fund II (JPS) | 0.16 | 272129 -31.00% | 9.54 | 10.23 |
| Oaktree Cap | 0.16 | 55722 +14.00% | 45.31 | 0.00 |
| CenturyLink (CTL) | 0.15 | 102887 +75.00% | 23.57 | 23.37 |
| Store Capital Corp reit | 0.15 | 102300 NEW | 23.88 | 0.00 |
| Alexandria Real Estate Equitie conv prf | 0.14 | 64637 | 34.86 | 0.00 |
| Aon | 0.14 | 18933 | 118.68 | 0.00 |
| Liberty Global Inc Com Ser A | 0.14 | 61401 +4.00% | 35.86 | 0.00 |
| Time Warner (TWX) | 0.13 | 21067 +2.00% | 97.69 | 99.47 |
| Rydex S&P; Equal Weight ETF (RSP) | 0.13 | 22527 NEW | 90.82 | 94.31 |
| Nuveen California Municipal Value Fund (NCA) | 0.13 | 211762 -4.00% | 10.08 | 10.35 |
| BLACKROCK MUN TARGET TERM TR SHARES Of Ben | 0.13 | 92849 +3.00% | 22.63 | 0.00 |
| Brown-Forman Corporation (BF.B) | 0.12 | 41355 +4.00% | 46.19 | 0.00 |
| Charles Schwab Corporation (SCHW) | 0.11 | 45135 | 40.81 | 42.15 |
| Chevron Corporation (CVX) | 0.11 | 16848 +6.00% | 107.37 | 103.25 |
| General Electric Company (GE) | 0.11 | 57783 +36.00% | 29.80 | 25.91 |
| Invesco Van Kampen Dyn Cr Opp Fund (VTA) | 0.11 | 146458 NEW | 12.23 | 11.92 |
| Pimco Dynamic Incm Fund | 0.11 | 60208 -46.00% | 28.85 | 0.00 |
| Flaherty & Crumrine Dyn Pfd shs | 0.11 | 72204 +3.00% | 24.53 | 0.00 |
| Walgreen Boots Alliance | 0.11 | 21037 +40.00% | 83.04 | 0.00 |
| Bank of America Corporation (BAC) | 0.10 | 67940 +276.00% | 23.59 | 23.80 |
| AT&T; (T) | 0.10 | 37496 -5.00% | 41.55 | 36.51 |
| Intel Corporation (INTC) | 0.10 | 44805 +24.00% | 36.07 | 34.73 |
| UnitedHealth (UNH) | 0.10 | 10194 | 164.02 | 191.78 |
| NetEase (NTES) | 0.10 | 5668 +11.00% | 284.05 | 307.20 |
| Bank Of America Corporation preferred | 0.10 | 1368 +38.00% | 1194.73 | 0.00 |
| Vanguard Admiral Fds Inc cmn | 0.10 | 12480 | 125.64 | 0.00 |
| Jamba | 0.10 | 175077 +187.00% | 9.05 | 0.00 |
| Home Depot (HD) | 0.09 | 10425 +54.00% | 146.86 | 146.65 |
| Prudential Financial (PRU) | 0.09 | 12912 | 106.64 | 111.74 |
| iShares Russell 2000 Value Index (IWN) | 0.09 | 12730 NEW | 118.15 | 119.47 |
| Vanguard REIT ETF (VNQ) | 0.09 | 18371 -68.00% | 82.58 | 83.75 |
| Eaton Vance Natl Mun Opport | 0.09 | 69391 | 21.52 | 0.00 |
| Eaton Vance Mun Income Term Tr Shs | 0.09 | 73380 +4.00% | 19.57 | 0.00 |
| Costco Wholesale Corporation (COST) | 0.08 | 7373 +15.00% | 167.64 | 150.44 |
| Procter & Gamble Company (PG) | 0.08 | 15163 -28.00% | 89.82 | 88.61 |
| BofI Holding (BOFI) | 0.08 | 48000 | 26.12 | 24.91 |
| Motorola Solutions (MSI) | 0.08 | 14192 +56.00% | 86.25 | 90.52 |
| Blackrock MuniHoldings CA Insrd Fnd (MUC) | 0.08 | 86213 +21.00% | 14.17 | 14.68 |
| 3M Company (MMM) | 0.07 | 5681 +22.00% | 191.34 | 211.16 |
| Rent-A-Center (RCII) | 0.07 | 136043 NEW | 8.87 | 12.77 |
| eBay (EBAY) | 0.07 | 33630 +35.00% | 33.57 | 36.61 |
| Invesco Quality Municipal Inc Trust (IQI) | 0.07 | 93724 -27.00% | 12.43 | 12.79 |
| Nuveen Insured Tax-Free Adv Munici Fd (NEA) | 0.07 | 79658 +18.00% | 13.36 | 13.82 |
| Miller Howard High Inc Eqty | 0.07 | 79511 +15.00% | 13.39 | 0.00 |
| Coca Cola European Partners shs | 0.07 | 30000 | 37.70 | 0.00 |
| McDonald's Corporation (MCD) | 0.06 | 7827 -9.00% | 129.55 | 153.92 |
| Boeing Company (BA) | 0.06 | 5888 -13.00% | 176.80 | 212.14 |
| International Business Machines (IBM) | 0.06 | 5336 -83.00% | 174.10 | 147.08 |
| Pepsi (PEP) | 0.06 | 9364 -52.00% | 111.81 | 116.63 |
| iShares S&P; 500 Index (IVV) | 0.06 | 4403 -61.00% | 237.34 | 248.55 |
| New Oriental Education & Tech (EDU) | 0.06 | 15400 +35.00% | 60.39 | 79.11 |
| Activision Blizzard (ATVI) | 0.06 | 19915 -4.00% | 49.86 | 60.93 |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.06 | 3535 +130.00% | 285.15 | 253.40 |
| Vector (VGR) | 0.06 | 44634 | 20.79 | 21.31 |
| Templeton Emerging Markets Income Fund (TEI) | 0.06 | 80800 | 11.24 | 11.36 |
| Abbvie | 0.06 | 15441 -8.00% | 65.15 | 0.00 |
| Alibaba Group Holding Ltd Spon | 0.06 | 9432 NEW | 107.82 | 0.00 |
| Global Net Lease | 0.06 | 38215 -66.00% | 24.07 | 0.00 |
| Crown Holdings (CCK) | 0.05 | 15155 +34.00% | 52.92 | 59.83 |
| BioMarin Pharmaceutical (BMRN) | 0.05 | 8310 +26.00% | 87.73 | 89.28 |
| Copart (CPRT) | 0.05 | 13586 +32.00% | 61.90 | 31.55 |
| Verizon Communications (VZ) | 0.05 | 15899 +4.00% | 48.75 | 44.23 |
| E.I. du Pont de Nemours & Company (DD) | 0.05 | 9768 NEW | 80.36 | 84.54 |
| NIKE (NKE) | 0.05 | 13372 +222.00% | 55.71 | 59.95 |
| Schlumberger (SLB) | 0.05 | 11058 -5.00% | 78.13 | 66.53 |
| Dollar Tree (DLTR) | 0.05 | 9670 NEW | 78.49 | 70.89 |
| Advance Auto Parts (AAP) | 0.05 | 5705 +110.00% | 148.29 | 105.27 |
| Netflix (NFLX) | 0.05 | 5429 | 147.73 | 188.54 |
| Skyworks Solutions (SWKS) | 0.05 | 8247 +11.00% | 97.98 | 107.47 |
| iShares S&P; MidCap 400 Index (IJH) | 0.05 | 5119 NEW | 171.13 | 176.82 |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.05 | 8564 -85.00% | 87.81 | 88.73 |
| Royce Micro Capital Trust (RMT) | 0.05 | 92864 NEW | 8.39 | 8.90 |
| Pimco Income Strategy Fund (PFL) | 0.05 | 74721 | 11.16 | 12.22 |
| Invesco Van Kampen Cal Val Mun Inc Trust (VCV) | 0.05 | 61244 +56.00% | 12.33 | 12.77 |
| Doubleline Opportunistic Cr | 0.05 | 32227 -16.00% | 23.86 | 0.00 |
| Powershares S&p 500 | 0.05 | 20000 NEW | 40.50 | 0.00 |
| Highland Fds i hi ld iboxx srln | 0.05 | 42532 -75.00% | 18.55 | 0.00 |
| Abbott Laboratories (ABT) | 0.04 | 13588 +2.00% | 44.38 | 50.84 |
| Eli Lilly & Co. (LLY) | 0.04 | 8155 +8.00% | 84.12 | 84.66 |
| Dominion Resources (D) | 0.04 | 8166 -9.00% | 77.52 | 77.57 |
| Digital Realty Trust (DLR) | 0.04 | 5495 | 106.46 | 112.46 |
| Kimberly-Clark Corporation (KMB) | 0.04 | 4367 NEW | 131.67 | 125.28 |
| Molson Coors Brewing Company (TAP) | 0.04 | 7321 +19.00% | 95.75 | 87.98 |
| Morgan Stanley (MS) | 0.04 | 16326 NEW | 42.82 | 46.59 |
| AmerisourceBergen (ABC) | 0.04 | 6829 | 88.45 | 91.62 |
| Lockheed Martin Corporation (LMT) | 0.04 | 2437 +36.00% | 267.54 | 289.12 |
| Amgen (AMGN) | 0.04 | 3561 -12.00% | 164.00 | 180.21 |
| Lowe's Companies (LOW) | 0.04 | 7995 +44.00% | 82.18 | 73.84 |
| Visa (V) | 0.04 | 7760 NEW | 88.92 | 99.60 |
| Fiserv (FISV) | 0.04 | 5011 NEW | 115.35 | 126.71 |
| Trex Company (TREX) | 0.04 | 10000 NEW | 69.40 | 73.19 |
| SPDR Gold Trust (GLD) | 0.04 | 5730 | 118.67 | 119.26 |
| Micron Technology (MU) | 0.04 | 25000 +25.00% | 28.88 | 32.01 |
| Illumina (ILMN) | 0.04 | 3631 +10.00% | 170.75 | 172.75 |
| Edison International (EIX) | 0.04 | 7396 -16.00% | 79.64 | 78.98 |
| Realty Income (O) | 0.04 | 9611 -32.00% | 59.52 | 57.31 |
| Kimco Realty Corporation (KIM) | 0.04 | 27042 +4.00% | 22.08 | 18.89 |
| CoreSite Realty (COR) | 0.04 | 7921 -15.00% | 90.01 | 105.12 |
| iShares S&P; Cal AMTFr Mncpl Bnd Fd (CMF) | 0.04 | 6193 -89.00% | 116.26 | 118.51 |
| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.04 | 44451 +31.00% | 14.42 | 15.25 |
| Intellipharmaceuticsintl Inc C | 0.04 | 274592 +172.00% | 2.50 | 0.00 |
| Ucp Inc-cl A | 0.04 | 65740 -12.00% | 10.15 | 0.00 |
| Paycom Software | 0.04 | 10000 NEW | 57.50 | 0.00 |
| Lions Gate Entmnt Corp cl b non vtg | 0.04 | 28823 -15.00% | 24.39 | 0.00 |
| Wal-Mart Stores (WMT) | 0.03 | 7120 -23.00% | 72.05 | 76.15 |
| SYSCO Corporation (SYY) | 0.03 | 8148 | 51.91 | 51.08 |
| Union Pacific Corporation (UNP) | 0.03 | 3932 -11.00% | 105.80 | 104.85 |
| SVB Financial (SIVB) | 0.03 | 2500 NEW | 186.00 | 177.42 |
| Emerson Electric (EMR) | 0.03 | 7913 -29.00% | 59.90 | 60.04 |
| National-Oilwell Var (NOV) | 0.03 | 12268 +15.00% | 40.10 | 33.45 |
| Rockwell Collins (COL) | 0.03 | 4551 | 97.12 | 109.31 |
| ConocoPhillips (COP) | 0.03 | 9966 NEW | 49.87 | 42.65 |
| iShares MSCI EAFE Index Fund (EFA) | 0.03 | 8232 -94.00% | 62.32 | 66.55 |
| Accenture | 0.03 | 4683 | 119.80 | 0.00 |
| Entravision Communication (EVC) | 0.03 | 75000 | 6.20 | 6.85 |
| Worthington Industries (WOR) | 0.03 | 10017 +99.00% | 45.12 | 52.11 |
| BT (BT) | 0.03 | 20551 NEW | 19.99 | 20.23 |
| Glacier Ban (GBCI) | 0.03 | 15306 | 33.91 | 34.98 |
| Rockwell Automation (ROK) | 0.03 | 3066 | 155.58 | 165.08 |
| Prospect Capital Corporation (PSEC) | 0.03 | 47888 | 9.04 | 8.28 |
| iShares IBoxx $ Invest Grade Corp Bd Fd (LQD) | 0.03 | 3468 +3.00% | 117.94 | 121.55 |
| ONEOK (OKE) | 0.03 | 9252 -10.00% | 55.45 | 54.45 |
| Cardiovascular Systems (CSII) | 0.03 | 16175 NEW | 28.25 | 32.05 |
| Pimco Municipal Income Fund II (PML) | 0.03 | 36851 -4.00% | 12.59 | 13.41 |
| Eaton Vance Municipal Bond Fund (EIM) | 0.03 | 37925 -7.00% | 12.55 | 12.81 |
| Eaton Vance California Mun. Income Trust (CEV) | 0.03 | 35632 -3.00% | 12.26 | 12.60 |
| Invesco Insured Municipal Income Trust (IIM) | 0.03 | 31625 -14.00% | 14.58 | 15.29 |
| Phillips 66 | 0.03 | 5707 NEW | 79.20 | 0.00 |
| Powershares Exchange | 0.03 | 12500 NEW | 42.32 | 0.00 |
| Essent | 0.03 | 15000 NEW | 36.20 | 0.00 |
| Qts Realty Trust Inc stock | 0.03 | 10000 -14.00% | 48.70 | 0.00 |
| Grubhub | 0.03 | 15178 NEW | 32.88 | 0.00 |
| Washington Prime | 0.03 | 10000 NEW | 52.20 | 0.00 |
| Citizens Financial | 0.03 | 15028 NEW | 34.54 | 0.00 |
| Kraft Heinz | 0.03 | 5121 | 90.80 | 0.00 |
| Paypal Holdings | 0.03 | 11878 -43.00% | 43.02 | 0.00 |
| Camping World Hldgs | 0.03 | 15000 +19.00% | 32.27 | 0.00 |
| Trivago N V spon ads a shs | 0.03 | 40000 NEW | 13.02 | 0.00 |
| Packaging Corporation of America (PKG) | 0.02 | 3250 NEW | 91.69 | 109.46 |
| MasterCard Incorporated (MA) | 0.02 | 2882 NEW | 112.42 | 129.27 |
| PNC Financial Services (PNC) | 0.02 | 2737 +33.00% | 120.20 | 126.24 |
| RLI (RLI) | 0.02 | 4051 | 59.99 | 57.56 |
| Ecolab (ECL) | 0.02 | 2914 | 125.26 | 133.05 |
| Consolidated Edison (ED) | 0.02 | 3855 +22.00% | 77.56 | 82.93 |
| Reynolds American (RAI) | 0.02 | 4064 NEW | 62.99 | 66.89 |
| Travelers Companies (TRV) | 0.02 | 2048 -29.00% | 120.61 | 125.15 |
| Raytheon Company (RTN) | 0.02 | 2275 -13.00% | 152.53 | 169.37 |
| CVS Caremark Corporation (CVS) | 0.02 | 4734 +41.00% | 78.58 | 77.03 |
| CIGNA Corporation (CI) | 0.02 | 1747 -14.00% | 146.54 | 174.23 |
| Colgate-Palmolive Company (CL) | 0.02 | 4171 -9.00% | 73.12 | 73.27 |
| General Mills (GIS) | 0.02 | 6225 +14.00% | 58.96 | 54.35 |
| GlaxoSmithKline (GSK) | 0.02 | 7398 NEW | 42.17 | 42.66 |
| Honeywell International (HON) | 0.02 | 2500 -22.00% | 124.80 | 136.35 |
| Nextera Energy Inc C om | 0.02 | 2203 -12.00% | 128.46 | 0.00 |
| United Technologies Corporation (UTX) | 0.02 | 2733 -38.00% | 112.33 | 123.49 |
| Gap (GPS) | 0.02 | 10200 -3.00% | 24.31 | 23.78 |
| Weyerhaeuser Company (WY) | 0.02 | 9100 NEW | 33.96 | 34.43 |
| iShares Russell 1000 Value Index (IWD) | 0.02 | 2881 NEW | 114.89 | 116.76 |
| TOTAL S.A. (TOT) | 0.02 | 4938 -5.00% | 50.43 | 49.62 |
| PG&E; Corporation (PCG) | 0.02 | 4258 | 66.46 | 68.26 |
| Toll Brothers (TOL) | 0.02 | 10146 | 36.07 | 39.30 |
| Fastenal Company (FAST) | 0.02 | 6601 NEW | 51.51 | 42.41 |
| PACCAR (PCAR) | 0.02 | 4000 | 67.25 | 68.87 |
| Constellation Brands (STZ) | 0.02 | 2000 -44.00% | 162.00 | 198.52 |
| Enterprise Products Partners | 0.02 | 10423 -7.00% | 27.63 | 0.00 |
| MetLife (MET) | 0.02 | 5516 -2.00% | 52.76 | 54.65 |
| Magellan Midstream Partners (MMP) | 0.02 | 5063 -14.00% | 76.83 | 70.12 |
| iShares Russell 1000 Growth Index (IWF) | 0.02 | 2607 -27.00% | 113.92 | 122.40 |
| iShares Dow Jones Select Dividend (DVY) | 0.02 | 3159 -27.00% | 91.17 | 93.04 |
| Pacific Premier Ban (PPBI) | 0.02 | 6928 NEW | 38.54 | 36.75 |
| Kayne Anderson MLP Investment (KYN) | 0.02 | 17250 NEW | 20.99 | 18.59 |
| PowerShares Emerging Markets Sovere (PCY) | 0.02 | 11080 +3.00% | 29.06 | 29.52 |
| Tortoise Energy Infrastructure (TYG) | 0.02 | 9622 | 34.92 | 30.36 |
| Nuveen Fltng Rte Incm Opp Fd | 0.02 | 25652 -90.00% | 11.73 | 0.00 |
| iShares FTSE KLD 400 Social Idx Fd (DSI) | 0.02 | 3450 | 86.67 | 91.53 |
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.02 | 25166 -71.00% | 13.71 | 14.24 |
| Pimco Municipal Income Fund III (PMX) | 0.02 | 23979 | 11.30 | 11.85 |
| Rydex S&P; 500 Pure Growth ETF (RPG) | 0.02 | 4304 NEW | 89.68 | 97.78 |
| Blackrock Muniyield California Ins Fund (MCA) | 0.02 | 17305 +31.00% | 14.74 | 15.20 |
| Nuveen Build Amer Bd Opptny | 0.02 | 11591 | 21.65 | 0.00 |
| Powershares Etf Tr Ii s^p smcp fin p | 0.02 | 7750 NEW | 51.23 | 0.00 |
| Delphi Automotive Plc shs | 0.02 | 3798 +13.00% | 80.57 | 0.00 |
| Ishares Tr eafe min volat | 0.02 | 5963 | 66.07 | 0.00 |
| Pimco Total Return Etf totl | 0.02 | 2965 -9.00% | 105.23 | 0.00 |
| Ishares Core Msci Eafe Etf core msci eafe | 0.02 | 6876 -37.00% | 57.88 | 0.00 |
| Zoetis Inc Cl A | 0.02 | 6761 -49.00% | 53.39 | 0.00 |
| Ishares Tr 2018 cp tm etf | 0.02 | 10566 | 25.65 | 0.00 |
| Equinix | 0.02 | 1000 -28.00% | 400.00 | 0.00 |
| Liberty Global | 0.02 | 11603 -58.00% | 22.24 | 0.00 |
| Madison Square Garden Cl A | 0.02 | 1569 -22.00% | 199.49 | 0.00 |
| Brookfield Real Assets Incom shs ben int | 0.02 | 14267 -85.00% | 22.78 | 0.00 |
| NVIDIA Corporation (NVDA) | 0.01 | 1918 -69.00% | 108.97 | 168.10 |
| Deere & Company (DE) | 0.01 | 2162 +3.00% | 108.70 | 125.75 |
| Royal Dutch Shell (RDS.A) | 0.01 | 4421 NEW | 52.70 | 0.00 |
| Jacobs Engineering (JEC) | 0.01 | 3900 | 55.38 | 52.30 |
| Gladstone Capital Corporation (GLAD) | 0.01 | 12701 | 9.53 | 9.88 |
| TICC Capital (TICC) | 0.01 | 25126 | 7.36 | 6.62 |
| Lam Research Corporation (LRCX) | 0.01 | 1806 NEW | 128.46 | 163.53 |
| iShares Lehman Aggregate Bond (AGG) | 0.01 | 1948 -96.00% | 108.32 | 109.92 |
| iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) | 0.01 | 2101 -86.00% | 109.00 | 110.93 |
| Nordic American Tanker Shippin | 0.01 | 11000 -76.00% | 8.18 | 0.00 |
| iShares S&P; SmallCap 600 Index (IJR) | 0.01 | 3256 NEW | 69.10 | 71.25 |
| Kayne Anderson Energy Development (KED) | 0.01 | 10352 | 19.51 | 17.54 |
| BlackRock Floating Rate Income Trust (BGT) | 0.01 | 12908 | 14.25 | 13.97 |
| Neuberger Berman Real Estate Sec Inc Fd (NRO) | 0.01 | 15771 | 5.33 | 5.50 |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.01 | 2681 -28.00% | 79.82 | 80.23 |
| Special Opportunities Fund (SPE) | 0.01 | 13734 | 14.64 | 15.51 |
| Kayne Anderson Mdstm Energy | 0.01 | 13965 | 16.47 | 0.00 |
| Wisdomtree Tr intl hedge eqt | 0.01 | 3370 NEW | 62.91 | 0.00 |
| Schwab Strategic Tr cmn | 0.01 | 4310 -79.00% | 49.65 | 0.00 |
| Cys Investments | 0.01 | 25000 | 7.96 | 0.00 |
| First Tr Exch Traded Fund Ii lng/sht equity | 0.01 | 5783 NEW | 34.93 | 0.00 |
| Snap Inc cl a | 0.01 | 10000 NEW | 22.50 | 0.00 |
| Fifth Street Finance (FSC) | 0.00 | 15000 | 4.60 | 5.46 |
| Eldorado Gold Corp New | 0.00 | 11330 | 3.44 | 0.00 |
| Tanzanian Royalty Expl Corp | 0.00 | 117371 | 0.43 | 0.00 |
| Penn West Energy Trust | 0.00 | 46000 | 1.70 | 0.00 |
| Medley Capital Corporation | 0.00 | 10000 | 7.70 | 0.00 |
| Citigroup Inc Com Us cmn | 0.00 | 18985 | 0.16 | 0.00 |
| Kcap Financial | 0.00 | 12000 | 4.08 | 0.00 |
| Allianzgi Conv & Income Fd I | 0.00 | 11760 | 6.04 | 0.00 |
| Contravir Pharma | 0.00 | 10000 | 1.80 | 0.00 |
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Past 13F-HR SEC Filings for FIRST FOUNDATION ADVISORS
- FIRST FOUNDATION ADVISORS 2016 Q4 filed Feb. 14, 2017
- FIRST FOUNDATION ADVISORS 2016 Q3 filed Nov. 14, 2016
- FIRST FOUNDATION ADVISORS 2016 Q2 filed Aug. 16, 2016
- 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