First Foundation Advisors’s Nuveen Global High Income Fund JGH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-58,546	Closed	-$842K	–	305
2016 Q2	$842K	Sell	58,546 -62,417	-52%	-$887K	0.06%	145
2016 Q1	$1.68M	Sell	120,963 -55,578	-31%	-$722K	0.12%	99
2015 Q4	$2.43M	Sell	176,541 -105,440	-37%	-$1.52M	0.17%	90
2015 Q3	$4.07M	Buy	281,981 +62,558	+29%	+$979K	0.33%	62
2015 Q2	$3.67M	Buy	219,423 +91,877	+72%	+$1.58M	0.29%	61
2015 Q1	$2.18M	Buy	+127,546	New	+$2.18M	0.18%	69

Other funds holding JGH

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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

YMRC

Yorktown Management & Research Company Forest, Virginia $120M AUM 52.72% 1-Year Est. Return

First Foundation Advisors's JGH Position: Q3 2016 in Review

First Foundation Advisors sold out of Nuveen Global High Income Fund (JGH) in Q3 2016, closing a stake of 58,546 shares — an estimated $842K sold.

First Foundation Advisors first reported a position in JGH in Q1 2015 and held it in 6 quarters. The position peaked at $4.07M in Q3 2015. 49 funds tracked by Wall St. Rank hold JGH as of Q3 2016.

First Foundation Advisors reported no remaining Nuveen Global High Income Fund position as of Q3 2016 after selling out during the quarter.
First Foundation Advisors sold 58,546 Nuveen Global High Income Fund shares in Q3 2016, an estimated $842K.
First Foundation Advisors first reported a position in Nuveen Global High Income Fund in Q1 2015 and held it in 6 quarters.
First Foundation Advisors's Nuveen Global High Income Fund position peaked at $4.07M in Q3 2015.
49 funds tracked by Wall St. Rank held Nuveen Global High Income Fund as of Q3 2016.

Based on First Foundation Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.