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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-6,408	Closed	-$256K	–	252
2014 Q4	$256K	Hold	6,408	–	–	0.02%	192
2014 Q3	$243K	Sell	6,408 -896	-12%	-$34.7K	0.02%	192
2014 Q2	$287K	Hold	7,304	–	–	0.03%	171
2014 Q1	$279K	Sell	7,304 -2,024	-22%	-$76.2K	0.03%	149
2013 Q4	$350K	Buy	9,328 +680	+8%	+$24.5K	0.05%	132
2013 Q3	$301K	Buy	+8,648	New	+$294K	0.05%	128

Other funds holding IJK

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

EFS

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

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

First Foundation Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2015, closing a stake of 6,408 shares — an estimated $256K sold.

First Foundation Advisors first reported a position in IJK in Q3 2013 and held it in 6 quarters. The position peaked at $350K in Q4 2013. 319 funds tracked by Wall St. Rank hold IJK as of Q1 2015.

First Foundation Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2015 after selling out during the quarter.
First Foundation Advisors sold 6,408 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2015, an estimated $256K.
First Foundation Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2013 and held it in 6 quarters.
First Foundation Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $350K in Q4 2013.
319 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2015.

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