First Foundation Advisors’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-12,500	Closed	-$529K	–	342
2017 Q1	$529K	Buy	+12,500	New	+$522K	0.03%	198

Other funds holding XMLV

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

First Foundation Advisors sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2017, closing a stake of 12,500 shares — an estimated $529K sold.

First Foundation Advisors first reported a position in XMLV in Q1 2017 and held it in 1 quarter. The position peaked at $529K in Q1 2017. 87 funds tracked by Wall St. Rank hold XMLV as of Q2 2017.

First Foundation Advisors reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2017 after selling out during the quarter.
First Foundation Advisors sold 12,500 Invesco S&P MidCap Low Volatility ETF shares in Q2 2017, an estimated $529K.
First Foundation Advisors first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2017 and held it in 1 quarter.
First Foundation Advisors's Invesco S&P MidCap Low Volatility ETF position peaked at $529K in Q1 2017.
87 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2017.

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