FFA
AXIA

First Foundation Advisors’s AXIA Energia AXIA Stock Holding History

First Foundation Advisors’s Portfolio AXIA Stock Details AXIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-44,199
Closed -$99K – 247
2014
Q1 		$99K Sell
44,199
-860
-2% -$1.55K 0.01% 185
2013
Q4 		$92K Buy
+45,059
New +$101K 0.01% 185

Other funds holding AXIA

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
TGI
Tradewinds Global Investors Los Angeles, California $81.3M AUM 9.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

First Foundation Advisors's AXIA Position: Q2 2014 in Review

First Foundation Advisors sold out of AXIA Energia (AXIA) in Q2 2014, closing a stake of 44,199 shares — an estimated $99K sold.

First Foundation Advisors first reported a position in AXIA in Q4 2013 and held it in 2 quarters. The position peaked at $99K in Q1 2014. 77 funds tracked by Wall St. Rank hold AXIA as of Q2 2014.

  • First Foundation Advisors reported no remaining AXIA Energia position as of Q2 2014 after selling out during the quarter.
  • First Foundation Advisors sold 44,199 AXIA Energia shares in Q2 2014, an estimated $99K.
  • First Foundation Advisors first reported a position in AXIA Energia in Q4 2013 and held it in 2 quarters.
  • First Foundation Advisors's AXIA Energia position peaked at $99K in Q1 2014.
  • 77 funds tracked by Wall St. Rank held AXIA Energia as of Q2 2014.

Based on First Foundation Advisors's 13F filing for Q2 2014, filed 15 Aug 2014.