First Foundation Advisors’s Diversified Real Asset Income Fd DRA Stock Holding History

First Foundation Advisors’s Portfolio DRA Stock Details DRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-186,817	Closed	-$3.26M	–	345
2017 Q2	$3.26M	Buy	186,817 +5,206	+3%	+$90.7K	0.19%	74
2017 Q1	$3.15M	Sell	181,611 -72,692	-29%	-$1.21M	0.2%	74
2016 Q4	$3.96M	Sell	254,303 -36,886	-13%	-$586K	0.26%	74
2016 Q3	$5.02M	Buy	291,189 +10,445	+4%	+$179K	0.35%	57
2016 Q2	$4.65M	Buy	280,744 +26,276	+10%	+$424K	0.33%	57
2016 Q1	$4.02M	Buy	254,468 +66,456	+35%	+$977K	0.29%	67
2015 Q4	$2.92M	Buy	188,012 +36,339	+24%	+$589K	0.2%	81
2015 Q3	$2.44M	Buy	151,673 +19,440	+15%	+$330K	0.2%	78
2015 Q2	$2.32M	Buy	132,233 +18,247	+16%	+$328K	0.18%	74
2015 Q1	$2.06M	Buy	113,986 +101,370	+804%	+$1.8M	0.17%	71
2014 Q4	$219K	Buy	+12,616	New	+$222K	0.02%	211

First Foundation Advisors's DRA Position: Q3 2017 in Review

First Foundation Advisors sold out of Diversified Real Asset Income Fd (DRA) in Q3 2017, closing a stake of 186,817 shares — an estimated $3.26M sold.

First Foundation Advisors first reported a position in DRA in Q4 2014 and held it in 11 quarters. The position peaked at $5.02M in Q3 2016. 0 funds tracked by Wall St. Rank hold DRA as of Q3 2017.

First Foundation Advisors reported no remaining Diversified Real Asset Income Fd position as of Q3 2017 after selling out during the quarter.
First Foundation Advisors sold 186,817 Diversified Real Asset Income Fd shares in Q3 2017, an estimated $3.26M.
First Foundation Advisors first reported a position in Diversified Real Asset Income Fd in Q4 2014 and held it in 11 quarters.
First Foundation Advisors's Diversified Real Asset Income Fd position peaked at $5.02M in Q3 2016.
0 funds tracked by Wall St. Rank held Diversified Real Asset Income Fd as of Q3 2017.

Based on First Foundation Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.