FFA
LPHI

First Foundation Advisors’s LIFE PARTNERS HLDGS INC LPHI Stock Holding History

First Foundation Advisors’s Portfolio LPHI Stock Details LPHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-15,000
Closed -$27K – 220
2013
Q4 		$27K Buy
+15,000
New +$28.9K ﹤0.01% 192

Other funds holding LPHI

BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ACM
Argentus Capital Management Dallas, Texas $284M AUM 12.72% 1-Year Est. Return

First Foundation Advisors's LPHI Position: Q1 2014 in Review

First Foundation Advisors sold out of LIFE PARTNERS HLDGS INC (LPHI) in Q1 2014, closing a stake of 15,000 shares — an estimated $27K sold.

First Foundation Advisors first reported a position in LPHI in Q4 2013 and held it in 1 quarter. The position peaked at $27K in Q4 2013. 26 funds tracked by Wall St. Rank hold LPHI as of Q1 2014.

  • First Foundation Advisors reported no remaining LIFE PARTNERS HLDGS INC position as of Q1 2014 after selling out during the quarter.
  • First Foundation Advisors sold 15,000 LIFE PARTNERS HLDGS INC shares in Q1 2014, an estimated $27K.
  • First Foundation Advisors first reported a position in LIFE PARTNERS HLDGS INC in Q4 2013 and held it in 1 quarter.
  • First Foundation Advisors's LIFE PARTNERS HLDGS INC position peaked at $27K in Q4 2013.
  • 26 funds tracked by Wall St. Rank held LIFE PARTNERS HLDGS INC as of Q1 2014.

Based on First Foundation Advisors's 13F filing for Q1 2014, filed 15 May 2014.