First Foundation Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-18,118	Closed	-$586K	–	251
2015 Q2	$586K	Hold	18,118	–	–	0.05%	139
2015 Q1	$609K	Hold	18,118	–	–	0.05%	136
2014 Q4	$610K	Buy	+18,118	New	+$635K	0.05%	131

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

GFG

Gray Financial Group Atlanta, Georgia $257M AUM 11.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

First Foundation Advisors's IDV Position: Q3 2015 in Review

First Foundation Advisors sold out of iShares International Select Dividend ETF (IDV) in Q3 2015, closing a stake of 18,118 shares — an estimated $586K sold.

First Foundation Advisors first reported a position in IDV in Q4 2014 and held it in 3 quarters. The position peaked at $610K in Q4 2014. 242 funds tracked by Wall St. Rank hold IDV as of Q3 2015.

First Foundation Advisors reported no remaining iShares International Select Dividend ETF position as of Q3 2015 after selling out during the quarter.
First Foundation Advisors sold 18,118 iShares International Select Dividend ETF shares in Q3 2015, an estimated $586K.
First Foundation Advisors first reported a position in iShares International Select Dividend ETF in Q4 2014 and held it in 3 quarters.
First Foundation Advisors's iShares International Select Dividend ETF position peaked at $610K in Q4 2014.
242 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2015.

Based on First Foundation Advisors's 13F filing for Q3 2015, filed 16 Nov 2015.