First Foundation Advisors’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-10,706	Closed	-$296K	–	340
2016 Q4	$296K	Sell	10,706 -80,347	-88%	-$2.21M	0.02%	254
2016 Q3	$2.52M	Hold	91,053	–	–	0.17%	89
2016 Q2	$2.46M	Sell	91,053 -4,524	-5%	-$120K	0.18%	84
2016 Q1	$2.47M	Sell	95,577 -13,395	-12%	-$338K	0.18%	80
2015 Q4	$2.8M	Sell	108,972 -9,638	-8%	-$257K	0.19%	85
2015 Q3	$3.19M	Sell	118,610 -15,091	-11%	-$422K	0.26%	66
2015 Q2	$3.87M	Buy	133,701 +7,775	+6%	+$227K	0.31%	58
2015 Q1	$3.68M	Buy	125,926 +11,100	+10%	+$323K	0.31%	54
2014 Q4	$3.32M	Buy	114,826 +4,069	+4%	+$120K	0.29%	57
2014 Q3	$3.31M	Buy	110,757 +9,886	+10%	+$301K	0.33%	47
2014 Q2	$3.12M	Sell	100,871 -67	-0.1%	-$2.07K	0.34%	46
2014 Q1	$3.13M	Buy	100,938 +11,404	+13%	+$352K	0.39%	43
2013 Q4	$2.76M	Buy	89,534 +11,384	+15%	+$350K	0.37%	45
2013 Q3	$2.39M	Buy	78,150 +42,658	+120%	+$1.3M	0.37%	43
2013 Q2	$1.07M	Buy	+35,492	New	+$1.09M	0.21%	51

Other funds holding SJNK

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

HIM

Hanlon Investment Management Egg Harbor Township, New Jersey $189M AUM 32.11% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Foundation Advisors's SJNK Position: Q1 2017 in Review

First Foundation Advisors sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q1 2017, closing a stake of 10,706 shares — an estimated $296K sold.

First Foundation Advisors first reported a position in SJNK in Q2 2013 and held it in 15 quarters. The position peaked at $3.87M in Q2 2015. 209 funds tracked by Wall St. Rank hold SJNK as of Q1 2017.

First Foundation Advisors reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q1 2017 after selling out during the quarter.
First Foundation Advisors sold 10,706 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2017, an estimated $296K.
First Foundation Advisors first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q2 2013 and held it in 15 quarters.
First Foundation Advisors's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $3.87M in Q2 2015.
209 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2017.

Based on First Foundation Advisors's 13F filing for Q1 2017, filed 5 May 2017.