FFA
HCF

First Foundation Advisors’s NEXPOINT CREDIT STRATEGIES FUND HCF Stock Holding History

First Foundation Advisors’s Portfolio HCF Stock Details HCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-70,666
Closed -$750K – 278
2014
Q3 		$750K Buy
70,666
+34,636
+96% +$368K 0.07% 107
2014
Q2 		$435K Buy
+36,030
New +$435K 0.05% 139

Other funds holding HCF

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

First Foundation Advisors's HCF Position: Q4 2014 in Review

First Foundation Advisors sold out of NEXPOINT CREDIT STRATEGIES FUND (HCF) in Q4 2014, closing a stake of 70,666 shares — an estimated $750K sold.

First Foundation Advisors first reported a position in HCF in Q2 2014 and held it in 2 quarters. The position peaked at $750K in Q3 2014. 54 funds tracked by Wall St. Rank hold HCF as of Q4 2014.

  • First Foundation Advisors reported no remaining NEXPOINT CREDIT STRATEGIES FUND position as of Q4 2014 after selling out during the quarter.
  • First Foundation Advisors sold 70,666 NEXPOINT CREDIT STRATEGIES FUND shares in Q4 2014, an estimated $750K.
  • First Foundation Advisors first reported a position in NEXPOINT CREDIT STRATEGIES FUND in Q2 2014 and held it in 2 quarters.
  • First Foundation Advisors's NEXPOINT CREDIT STRATEGIES FUND position peaked at $750K in Q3 2014.
  • 54 funds tracked by Wall St. Rank held NEXPOINT CREDIT STRATEGIES FUND as of Q4 2014.

Based on First Foundation Advisors's 13F filing for Q4 2014, filed 17 Feb 2015.