First Foundation Advisors’s SiriusXM SIRI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-10,000	Closed	-$536K	–	350
2017 Q4	$536K	Buy	+10,000	New	+$552K	0.03%	222
2015 Q2	–	Sell	-13,200	Closed	-$504K	–	264
2015 Q1	$504K	Buy	+13,200	New	+$495K	0.04%	146

Other funds holding SIRI

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

DCP

DSM Capital Partners Palm Beach Gardens, Florida $5.84B AUM 22.63% 1-Year Est. Return

First Foundation Advisors's SIRI Position: Q1 2018 in Review

First Foundation Advisors sold out of SiriusXM (SIRI) in Q1 2018, closing a stake of 10,000 shares — an estimated $536K sold.

First Foundation Advisors first reported a position in SIRI in Q1 2015 and held it in 2 quarters. The position peaked at $536K in Q4 2017. 540 funds tracked by Wall St. Rank hold SIRI as of Q1 2018.

First Foundation Advisors reported no remaining SiriusXM position as of Q1 2018 after selling out during the quarter.
First Foundation Advisors sold 10,000 SiriusXM shares in Q1 2018, an estimated $536K.
First Foundation Advisors first reported a position in SiriusXM in Q1 2015 and held it in 2 quarters.
First Foundation Advisors's SiriusXM position peaked at $536K in Q4 2017.
540 funds tracked by Wall St. Rank held SiriusXM as of Q1 2018.

Based on First Foundation Advisors's 13F filing for Q1 2018, filed 15 May 2018.