FFA
EOD

First Foundation Advisors’s Allspring Global Dividend Opportunity Fund EOD Stock Holding History

First Foundation Advisors’s Portfolio EOD Stock Details EOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-76,745
Closed -$652K – 247
2014
Q2 		$652K Buy
76,745
+18,139
+31% +$148K 0.07% 108
2014
Q1 		$461K Buy
+58,606
New +$441K 0.06% 113

Other funds holding EOD

AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

First Foundation Advisors sold out of Allspring Global Dividend Opportunity Fund (EOD) in Q3 2014, closing a stake of 76,745 shares — an estimated $652K sold.

First Foundation Advisors first reported a position in EOD in Q1 2014 and held it in 2 quarters. The position peaked at $652K in Q2 2014. 41 funds tracked by Wall St. Rank hold EOD as of Q3 2014.

  • First Foundation Advisors reported no remaining Allspring Global Dividend Opportunity Fund position as of Q3 2014 after selling out during the quarter.
  • First Foundation Advisors sold 76,745 Allspring Global Dividend Opportunity Fund shares in Q3 2014, an estimated $652K.
  • First Foundation Advisors first reported a position in Allspring Global Dividend Opportunity Fund in Q1 2014 and held it in 2 quarters.
  • First Foundation Advisors's Allspring Global Dividend Opportunity Fund position peaked at $652K in Q2 2014.
  • 41 funds tracked by Wall St. Rank held Allspring Global Dividend Opportunity Fund as of Q3 2014.

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