First Foundation Advisors’s ISHARES B CA RATED CORPORATE BOND FUND QLTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q3
Sell
-6,671
Closed -$302K 328
2016
Q2
$302K Hold
6,671
0.02% 243
2016
Q1
$287K Hold
6,671
0.02% 238
2015
Q4
$279K Buy
+6,671
New +$295K 0.02% 237

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

First Foundation Advisors sold out of ISHARES B CA RATED CORPORATE BOND FUND (QLTC) in Q3 2016, closing a stake of 6,671 shares — an estimated $302K sold.

First Foundation Advisors first reported a position in QLTC in Q4 2015 and held it in 3 quarters. The position peaked at $302K in Q2 2016. 0 funds tracked by Wall St. Rank hold QLTC as of Q3 2016.

  • First Foundation Advisors reported no remaining ISHARES B CA RATED CORPORATE BOND FUND position as of Q3 2016 after selling out during the quarter.
  • First Foundation Advisors sold 6,671 ISHARES B CA RATED CORPORATE BOND FUND shares in Q3 2016, an estimated $302K.
  • First Foundation Advisors first reported a position in ISHARES B CA RATED CORPORATE BOND FUND in Q4 2015 and held it in 3 quarters.
  • First Foundation Advisors's ISHARES B CA RATED CORPORATE BOND FUND position peaked at $302K in Q2 2016.
  • 0 funds tracked by Wall St. Rank held ISHARES B CA RATED CORPORATE BOND FUND as of Q3 2016.

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