FFA
SE

First Foundation Advisors’s Spectra Energy Corp Wi SE Stock Holding History

First Foundation Advisors’s Portfolio SE Stock Details SE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-11,066
Closed -$339K – 325
2016
Q1 		$339K Buy
+11,066
New +$312K 0.02% 215
2015
Q2 		– Sell
-5,584
Closed -$202K – 268
2015
Q1 		$202K Sell
5,584
-161
-3% -$5.63K 0.02% 217
2014
Q4 		$209K Sell
5,745
-1,163
-17% -$43.8K 0.02% 215
2014
Q3 		$271K Buy
6,908
+1,864
+37% +$76.8K 0.03% 182
2014
Q2 		$214K Sell
5,044
-521
-9% -$20.9K 0.02% 203
2014
Q1 		$206K Buy
+5,565
New +$202K 0.03% 173

Other funds holding SE

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return