First Foundation Advisors’s Plains All American Pipeline PAA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-5,814	Closed	-$284K	–	261
2015 Q1	$284K	Buy	5,814 +480	+9%	+$23.8K	0.02%	188
2014 Q4	$274K	Sell	5,334 -6,677	-56%	-$355K	0.02%	185
2014 Q3	$707K	Buy	12,011 +1,106	+10%	+$64.8K	0.07%	117
2014 Q2	$655K	Buy	10,905 +812	+8%	+$46.2K	0.07%	107
2014 Q1	$556K	Buy	10,093 +2,720	+37%	+$143K	0.07%	98
2013 Q4	$382K	Buy	7,373 +584	+9%	+$29.8K	0.05%	127
2013 Q3	$358K	Buy	6,789 +1,067	+19%	+$57K	0.06%	122
2013 Q2	$319K	Buy	+5,722	New	+$324K	0.06%	98

Other funds holding PAA

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Foundation Advisors's PAA Position: Q2 2015 in Review

First Foundation Advisors sold out of Plains All American Pipeline (PAA) in Q2 2015, closing a stake of 5,814 shares — an estimated $284K sold.

First Foundation Advisors first reported a position in PAA in Q2 2013 and held it in 8 quarters. The position peaked at $707K in Q3 2014. 521 funds tracked by Wall St. Rank hold PAA as of Q2 2015.

First Foundation Advisors reported no remaining Plains All American Pipeline position as of Q2 2015 after selling out during the quarter.
First Foundation Advisors sold 5,814 Plains All American Pipeline shares in Q2 2015, an estimated $284K.
First Foundation Advisors first reported a position in Plains All American Pipeline in Q2 2013 and held it in 8 quarters.
First Foundation Advisors's Plains All American Pipeline position peaked at $707K in Q3 2014.
521 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2015.

Based on First Foundation Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.