First Foundation Advisors’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-25,933	Closed	-$399K	–	298
2016 Q2	$399K	Sell	25,933 -3,561	-12%	-$52.7K	0.03%	213
2016 Q1	$428K	Sell	29,494 -98	-0.3%	-$1.33K	0.03%	188
2015 Q4	$406K	Sell	29,592 -129,450	-81%	-$1.82M	0.03%	193
2015 Q3	$2.12M	Buy	159,042 +524	+0.3%	+$7.44K	0.17%	82
2015 Q2	$2.37M	Sell	158,518 -9,406	-6%	-$149K	0.19%	72
2015 Q1	$2.65M	Buy	167,924 +59,100	+54%	+$932K	0.22%	62
2014 Q4	$1.72M	Buy	108,824 +66,921	+160%	+$1.11M	0.15%	74
2014 Q3	$717K	Buy	41,903 +5,930	+16%	+$107K	0.07%	114
2014 Q2	$661K	Buy	35,973 +9,820	+38%	+$177K	0.07%	105
2014 Q1	$455K	Hold	26,153	–	–	0.06%	115
2013 Q4	$450K	Hold	26,153	–	–	0.06%	108
2013 Q3	$469K	Buy	26,153 +14,363	+122%	+$253K	0.07%	99
2013 Q2	$217K	Buy	+11,790	New	+$243K	0.04%	118

Other funds holding EMD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

PMLI

Penn Mutual Life Insurance Horsham, Pennsylvania $125M AUM 9.1% 1-Year Est. Return

BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Foundation Advisors's EMD Position: Q3 2016 in Review

First Foundation Advisors sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q3 2016, closing a stake of 25,933 shares — an estimated $399K sold.

First Foundation Advisors first reported a position in EMD in Q2 2013 and held it in 13 quarters. The position peaked at $2.65M in Q1 2015. 68 funds tracked by Wall St. Rank hold EMD as of Q3 2016.

First Foundation Advisors reported no remaining Western Asset Emerging Markets Debt Fund position as of Q3 2016 after selling out during the quarter.
First Foundation Advisors sold 25,933 Western Asset Emerging Markets Debt Fund shares in Q3 2016, an estimated $399K.
First Foundation Advisors first reported a position in Western Asset Emerging Markets Debt Fund in Q2 2013 and held it in 13 quarters.
First Foundation Advisors's Western Asset Emerging Markets Debt Fund position peaked at $2.65M in Q1 2015.
68 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q3 2016.

Based on First Foundation Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.