FFA
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First Foundation Advisors’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

First Foundation Advisors’s Portfolio RPG Stock Details RPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-21,520
Closed -$386K – 330
2017
Q1 		$386K Buy
+21,520
New +$376K 0.02% 235

Other funds holding RPG

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

First Foundation Advisors's RPG Position: Q2 2017 in Review

First Foundation Advisors sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q2 2017, closing a stake of 21,520 shares — an estimated $386K sold.

First Foundation Advisors first reported a position in RPG in Q1 2017 and held it in 1 quarter. The position peaked at $386K in Q1 2017. 132 funds tracked by Wall St. Rank hold RPG as of Q2 2017.

  • First Foundation Advisors reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q2 2017 after selling out during the quarter.
  • First Foundation Advisors sold 21,520 Invesco S&P 500 Pure Growth ETF shares in Q2 2017, an estimated $386K.
  • First Foundation Advisors first reported a position in Invesco S&P 500 Pure Growth ETF in Q1 2017 and held it in 1 quarter.
  • First Foundation Advisors's Invesco S&P 500 Pure Growth ETF position peaked at $386K in Q1 2017.
  • 132 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q2 2017.

Based on First Foundation Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.