First Foundation Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-3,290	Closed	-$210K	–	251
2014 Q4	$210K	Buy	+3,290	New	+$204K	0.02%	214
2014 Q3	–	Sell	-3,402	Closed	-$216K	–	250
2014 Q2	$216K	Sell	3,402 -254	-7%	-$15.5K	0.02%	200
2014 Q1	$220K	Sell	3,656 -260	-7%	-$15.2K	0.03%	167
2013 Q4	$228K	Buy	+3,916	New	+$220K	0.03%	164

Other funds holding IJJ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

First Foundation Advisors's IJJ Position: Q1 2015 in Review

First Foundation Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2015, closing a stake of 3,290 shares — an estimated $210K sold.

First Foundation Advisors first reported a position in IJJ in Q4 2013 and held it in 4 quarters. The position peaked at $228K in Q4 2013. 289 funds tracked by Wall St. Rank hold IJJ as of Q1 2015.

First Foundation Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2015 after selling out during the quarter.
First Foundation Advisors sold 3,290 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2015, an estimated $210K.
First Foundation Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2013 and held it in 4 quarters.
First Foundation Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $228K in Q4 2013.
289 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2015.

Based on First Foundation Advisors's 13F filing for Q1 2015, filed 14 May 2015.