FFA
BSP

First Foundation Advisors’s AMERN STRATEGIC INCM PORTF II BSP Stock Holding History

First Foundation Advisors’s Portfolio BSP Stock Details BSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-41,527
Closed -$365K – 262
2014
Q2 		$365K Buy
+41,527
New +$356K 0.04% 155

First Foundation Advisors's BSP Position: Q3 2014 in Review

First Foundation Advisors sold out of AMERN STRATEGIC INCM PORTF II (BSP) in Q3 2014, closing a stake of 41,527 shares — an estimated $365K sold.

First Foundation Advisors first reported a position in BSP in Q2 2014 and held it in 1 quarter. The position peaked at $365K in Q2 2014. 0 funds tracked by Wall St. Rank hold BSP as of Q3 2014.

  • First Foundation Advisors reported no remaining AMERN STRATEGIC INCM PORTF II position as of Q3 2014 after selling out during the quarter.
  • First Foundation Advisors sold 41,527 AMERN STRATEGIC INCM PORTF II shares in Q3 2014, an estimated $365K.
  • First Foundation Advisors first reported a position in AMERN STRATEGIC INCM PORTF II in Q2 2014 and held it in 1 quarter.
  • First Foundation Advisors's AMERN STRATEGIC INCM PORTF II position peaked at $365K in Q2 2014.
  • 0 funds tracked by Wall St. Rank held AMERN STRATEGIC INCM PORTF II as of Q3 2014.

Based on First Foundation Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.