First Foundation Advisors’s Staples Inc SPLS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-29,501	Closed	-$325K	–	338
2016 Q1	$325K	Buy	+29,501	New	+$277K	0.02%	224
2015 Q1	–	Sell	-29,686	Closed	-$538K	–	279
2014 Q4	$538K	Buy	29,686 +2,774	+10%	+$38.7K	0.05%	142
2014 Q3	$326K	Buy	26,912 +6,204	+30%	+$72.8K	0.03%	176
2014 Q2	$224K	Buy	+20,708	New	+$246K	0.02%	196

Other funds holding SPLS

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

KGI

KBI Global Investors Ifsc, Dublin, Ireland $3.74B AUM

First Foundation Advisors's SPLS Position: Q2 2016 in Review

First Foundation Advisors sold out of Staples Inc (SPLS) in Q2 2016, closing a stake of 29,501 shares — an estimated $325K sold.

First Foundation Advisors first reported a position in SPLS in Q2 2014 and held it in 4 quarters. The position peaked at $538K in Q4 2014. 488 funds tracked by Wall St. Rank hold SPLS as of Q2 2016.

First Foundation Advisors reported no remaining Staples Inc position as of Q2 2016 after selling out during the quarter.
First Foundation Advisors sold 29,501 Staples Inc shares in Q2 2016, an estimated $325K.
First Foundation Advisors first reported a position in Staples Inc in Q2 2014 and held it in 4 quarters.
First Foundation Advisors's Staples Inc position peaked at $538K in Q4 2014.
488 funds tracked by Wall St. Rank held Staples Inc as of Q2 2016.

Based on First Foundation Advisors's 13F filing for Q2 2016, filed 16 Aug 2016.