FFA
HGT

First Foundation Advisors’s Hugoton Royalty Trust HGT Stock Holding History

First Foundation Advisors’s Portfolio HGT Stock Details HGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-22,000
Closed -$30K – 321
2016
Q1 		$30K Buy
+22,000
New +$33.5K ﹤0.01% 291

Other funds holding HGT

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GIM
Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return

First Foundation Advisors's HGT Position: Q2 2016 in Review

First Foundation Advisors sold out of Hugoton Royalty Trust (HGT) in Q2 2016, closing a stake of 22,000 shares — an estimated $30K sold.

First Foundation Advisors first reported a position in HGT in Q1 2016 and held it in 1 quarter. The position peaked at $30K in Q1 2016. 56 funds tracked by Wall St. Rank hold HGT as of Q2 2016.

  • First Foundation Advisors reported no remaining Hugoton Royalty Trust position as of Q2 2016 after selling out during the quarter.
  • First Foundation Advisors sold 22,000 Hugoton Royalty Trust shares in Q2 2016, an estimated $30K.
  • First Foundation Advisors first reported a position in Hugoton Royalty Trust in Q1 2016 and held it in 1 quarter.
  • First Foundation Advisors's Hugoton Royalty Trust position peaked at $30K in Q1 2016.
  • 56 funds tracked by Wall St. Rank held Hugoton Royalty Trust as of Q2 2016.

Based on First Foundation Advisors's 13F filing for Q2 2016, filed 16 Aug 2016.