FFA
HIE

First Foundation Advisors’s Miller/Howard High Income Equity Fund HIE Stock Holding History

First Foundation Advisors’s Portfolio HIE Stock Details HIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-79,511
Closed -$1.06M – 343
2017
Q1 		$1.06M Buy
79,511
+10,374
+15% +$135K 0.07% 135
2016
Q4 		$857K Buy
+69,137
New +$829K 0.06% 152

Other funds holding HIE

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

First Foundation Advisors's HIE Position: Q2 2017 in Review

First Foundation Advisors sold out of Miller/Howard High Income Equity Fund (HIE) in Q2 2017, closing a stake of 79,511 shares — an estimated $1.06M sold.

First Foundation Advisors first reported a position in HIE in Q4 2016 and held it in 2 quarters. The position peaked at $1.06M in Q1 2017. 24 funds tracked by Wall St. Rank hold HIE as of Q2 2017.

  • First Foundation Advisors reported no remaining Miller/Howard High Income Equity Fund position as of Q2 2017 after selling out during the quarter.
  • First Foundation Advisors sold 79,511 Miller/Howard High Income Equity Fund shares in Q2 2017, an estimated $1.06M.
  • First Foundation Advisors first reported a position in Miller/Howard High Income Equity Fund in Q4 2016 and held it in 2 quarters.
  • First Foundation Advisors's Miller/Howard High Income Equity Fund position peaked at $1.06M in Q1 2017.
  • 24 funds tracked by Wall St. Rank held Miller/Howard High Income Equity Fund as of Q2 2017.

Based on First Foundation Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.