First Foundation Advisors’s PORTUGAL TELECOM SGPS, S.A. PT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-30,000	Closed	-$32K	–	274
2014 Q4	$32K	Hold	30,000	–	–	﹤0.01%	243
2014 Q3	$63K	Buy	30,000 +20,000	+200%	+$45.3K	0.01%	231
2014 Q2	$37K	Hold	10,000	–	–	﹤0.01%	235
2014 Q1	$43K	Hold	10,000	–	–	0.01%	192
2013 Q4	$43K	Buy	+10,000	New	+$44.9K	0.01%	190

Other funds holding PT

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

RCM

Riverhead Capital Management Wilmington, Delaware $2.71B AUM 2.34% 1-Year Est. Return

ARTA

A.R.T. Advisors New York $1.79M AUM 57.47% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

WAM

World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

IIA

IPG Investment Advisors San Diego, California $582M AUM 33.22% 1-Year Est. Return

MCM

Manchester Capital Management Manchester, Vermont $694M AUM 22.34% 1-Year Est. Return

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

First Foundation Advisors sold out of PORTUGAL TELECOM SGPS, S.A. (PT) in Q1 2015, closing a stake of 30,000 shares — an estimated $32K sold.

First Foundation Advisors first reported a position in PT in Q4 2013 and held it in 5 quarters. The position peaked at $63K in Q3 2014. 15 funds tracked by Wall St. Rank hold PT as of Q1 2015.

First Foundation Advisors reported no remaining PORTUGAL TELECOM SGPS, S.A. position as of Q1 2015 after selling out during the quarter.
First Foundation Advisors sold 30,000 PORTUGAL TELECOM SGPS, S.A. shares in Q1 2015, an estimated $32K.
First Foundation Advisors first reported a position in PORTUGAL TELECOM SGPS, S.A. in Q4 2013 and held it in 5 quarters.
First Foundation Advisors's PORTUGAL TELECOM SGPS, S.A. position peaked at $63K in Q3 2014.
15 funds tracked by Wall St. Rank held PORTUGAL TELECOM SGPS, S.A. as of Q1 2015.

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