First Foundation Advisors’s Nuveen New York Municipal Value Fund NNY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-10,200	Closed	-$99K	–	256
2014 Q3	$99K	Hold	10,200	–	–	0.01%	225
2014 Q2	$101K	Buy	+10,200	New	+$99.4K	0.01%	226

Other funds holding NNY

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

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

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

Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return

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

RVP

Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return

CHAM

Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

First Foundation Advisors's NNY Position: Q4 2014 in Review

First Foundation Advisors sold out of Nuveen New York Municipal Value Fund (NNY) in Q4 2014, closing a stake of 10,200 shares — an estimated $99K sold.

First Foundation Advisors first reported a position in NNY in Q2 2014 and held it in 2 quarters. The position peaked at $101K in Q2 2014. 22 funds tracked by Wall St. Rank hold NNY as of Q4 2014.

First Foundation Advisors reported no remaining Nuveen New York Municipal Value Fund position as of Q4 2014 after selling out during the quarter.
First Foundation Advisors sold 10,200 Nuveen New York Municipal Value Fund shares in Q4 2014, an estimated $99K.
First Foundation Advisors first reported a position in Nuveen New York Municipal Value Fund in Q2 2014 and held it in 2 quarters.
First Foundation Advisors's Nuveen New York Municipal Value Fund position peaked at $101K in Q2 2014.
22 funds tracked by Wall St. Rank held Nuveen New York Municipal Value Fund as of Q4 2014.

Based on First Foundation Advisors's 13F filing for Q4 2014, filed 17 Feb 2015.