- New Purchases: AMJ, ALGN, STL, AMLP, VVR, PPR, EFT, CMCT, BTI, CMBS, SCHX, IFF, DHR, ADBE, CCJ, OCSL, TDW, AMAT, IJH, XLK, BKT,
- Added Positions: FB, CRM, IVV, GLD, LOW, UNH, CMF, LYFT, UBER, DIS, VNQ, ARE, DD, SPY, EVV, ENB, MCD, MA, HYB, FRA, OPP, BOND, BLW, BAC, BKNG, BBN, GOOG, MINT, AMZN, NVDA, VTA, VMBS, AMGN, AXR, BIDU, BLL, KMX, LUV, NXC, NBW, BTZ, V, NBB, IQV, IEFA, IEMG, BA, ANTM, MUC, MYC, BFZ, BHK, EIM, FCT, BABA, IWD, IWF, BC, CTO, XOM, FISV, GOOGL, HD, LBTYA, ROK, TLF, TXN, UL, VZ, MFL, MMT, NCA, VCV, MCA, NAC, NKX, EVM, AWI, STWD, TSLA, DBL, BTT, OCSI, PYPL, GII, IJR, PCEF, QQQ, SCHF, XLF, T, ABT, ATVI, MO, AXP, BP, BMY, FIS, SCHW, CI, CCI, ECL, EW, NEE, IBM, ICE, MDLZ, LRCX, LMT, NSC, PCAR, PAYX, PG, RTN, SWKS, SBUX, SYY, TJX, TMO, USB, WMT, RDS.B, IIM, VMO, JPS, NAD, NEA, PTY, AWK, APTV, WMC, NID, BIT, DVY, EFA, SCHV, SUB, VUG, VWO, XLP,
- Reduced Positions: ORLY, JNJ, LIN, IAU, OXY, BLK, ROIC, PFE, BAM, AGG, LEN.B, TYG, SNE, CTL, C, BUD, CSCO, GMZ, RHI, FWONA, BRK.B, PM, KMF, CVX, AAPL, KO, NFLX, KYN, VO, QCOM, JQC, REXR, RSP, ACN, CVS, DEO, MLM, TSI, MPC, LDP, ABBV, DSL, ELAN, ABC, BK, AX, CAT, COST, HON, RSG, WFC, ET, IQI, PCM, JPC, PSX, PCI, ETX, SABR, LBRDK, BE, DSI, ITOT, SHYG, MMM, AKS, BF.B, CMCSA, D, EMR, GD, BPR, ILMN, LVS, MAC, NKE, ORCL, PNC, PEP, O, TGT, OXSQ, UNP, UTX, WMB, RMT, FFC, ERC, UTG, PFN, BACPL.PFD, WFCPL.PFD, GM, KMI, JRI, DFP, FWONK, RA, AFIN, RLJPA.PFD, IWN, VCSH, VTI,
- Sold Out: FOXA, AREPD.PFD, EBAY, PKG, PMX, SLB, RDS.A, EOT, MRO, ADP, CMP, CL, VV, SRV, CQP, BGT, RNP, PFL, NSL, WBA, VNO, GPS, ERIC, COP, NCZ,
For the details of FIRST FOUNDATION ADVISORS's stock buys and sells, go to https://www.gurufocus.com/guru/first+foundation+advisors/current-portfolio/portfolio
These are the top 5 holdings of FIRST FOUNDATION ADVISORS- Microsoft Corp (MSFT) - 1,265,112 shares, 10.08% of the total portfolio. Shares added by 0.72%
- Facebook Inc (FB) - 860,501 shares, 8.92% of the total portfolio. Shares added by 10.61%
- Alphabet Inc (GOOG) - 65,537 shares, 4.43% of the total portfolio. Shares added by 1.11%
- VEREIT Inc (VER) - 7,849,662 shares, 3.66% of the total portfolio. Shares added by 0.06%
- ishares Gold Trust (IAU) - 4,866,566 shares, 3.57% of the total portfolio. Shares reduced by 12.59%
First Foundation Advisors initiated holding in JPMorgan Alerian MLP Index ETN. The purchase prices were between $19.79 and $22.45, with an estimated average price of $21.19. The stock is now traded at around $20.33. The impact to a portfolio due to this purchase was 0.57%. The holding were 518,833 shares as of .
New Purchase: Align Technology Inc (ALGN)First Foundation Advisors initiated holding in Align Technology Inc. The purchase prices were between $179.75 and $279.62, with an estimated average price of $251.28. The stock is now traded at around $264.46. The impact to a portfolio due to this purchase was 0.46%. The holding were 32,471 shares as of .
New Purchase: Sterling Bancorp (STL)First Foundation Advisors initiated holding in Sterling Bancorp. The purchase prices were between $18.72 and $21.58, with an estimated average price of $20.41. The stock is now traded at around $20.43. The impact to a portfolio due to this purchase was 0.15%. The holding were 144,266 shares as of .
New Purchase: Alerian MLP ETF (AMLP)First Foundation Advisors initiated holding in Alerian MLP ETF. The purchase prices were between $7.68 and $8.83, with an estimated average price of $8.28. The stock is now traded at around $7.94. The impact to a portfolio due to this purchase was 0.12%. The holding were 276,921 shares as of .
New Purchase: Invesco Senior Income Trust (VVR)First Foundation Advisors initiated holding in Invesco Senior Income Trust. The purchase prices were between $4.11 and $4.29, with an estimated average price of $4.17. The stock is now traded at around $4.33. The impact to a portfolio due to this purchase was 0.04%. The holding were 199,987 shares as of .
New Purchase: Voya Prime Rate Trust (PPR)First Foundation Advisors initiated holding in Voya Prime Rate Trust. The purchase prices were between $4.66 and $5.02, with an estimated average price of $4.82. The stock is now traded at around $5.18. The impact to a portfolio due to this purchase was 0.03%. The holding were 131,387 shares as of .
Added: Salesforce.com Inc (CRM)First Foundation Advisors added to a holding in Salesforce.com Inc by 184.15%. The purchase prices were between $142.33 and $164.98, with an estimated average price of $157.07. The stock is now traded at around $189.11. The impact to a portfolio due to this purchase was 0.74%. The holding were 139,127 shares as of .
Added: iShares Core S&P 500 ETF (IVV)First Foundation Advisors added to a holding in iShares Core S&P 500 ETF by 74.35%. The purchase prices were between $287.78 and $324.32, with an estimated average price of $308.1. The stock is now traded at around $336.84. The impact to a portfolio due to this purchase was 0.5%. The holding were 72,258 shares as of .
Added: SPDR Gold Trust (GLD)First Foundation Advisors added to a holding in SPDR Gold Trust by 1703.40%. The purchase prices were between $137.01 and $142.9, with an estimated average price of $139.74. The stock is now traded at around $147.66. The impact to a portfolio due to this purchase was 0.46%. The holding were 67,826 shares as of .
Added: Lowe's Companies Inc (LOW)First Foundation Advisors added to a holding in Lowe's Companies Inc by 22.54%. The purchase prices were between $106.3 and $120.23, with an estimated average price of $114.57. The stock is now traded at around $123.03. The impact to a portfolio due to this purchase was 0.3%. The holding were 272,107 shares as of .
Added: UnitedHealth Group Inc (UNH)First Foundation Advisors added to a holding in UnitedHealth Group Inc by 47.88%. The purchase prices were between $215.36 and $295.97, with an estimated average price of $263.11. The stock is now traded at around $290.79. The impact to a portfolio due to this purchase was 0.21%. The holding were 44,413 shares as of .
Added: iShares California Muni Bond ETF (CMF)First Foundation Advisors added to a holding in iShares California Muni Bond ETF by 112.80%. The purchase prices were between $60.49 and $61.24, with an estimated average price of $60.89. The stock is now traded at around $62.17. The impact to a portfolio due to this purchase was 0.2%. The holding were 122,230 shares as of .
Sold Out: Fox Corp (FOXA)First Foundation Advisors sold out a holding in Fox Corp. The sale prices were between $30.06 and $37.57, with an estimated average price of $34.36.
Sold Out: Alexandria Real Estate Equities Inc (AREPD.PFD)First Foundation Advisors sold out a holding in Alexandria Real Estate Equities Inc. The sale prices were between $38.24 and $38.7, with an estimated average price of $38.51.
Sold Out: eBay Inc (EBAY)First Foundation Advisors sold out a holding in eBay Inc. The sale prices were between $34.57 and $39.26, with an estimated average price of $36.19.
Sold Out: Compass Minerals International Inc (CMP)First Foundation Advisors sold out a holding in Compass Minerals International Inc. The sale prices were between $54.02 and $61, with an estimated average price of $56.81.
Sold Out: Automatic Data Processing Inc (ADP)First Foundation Advisors sold out a holding in Automatic Data Processing Inc. The sale prices were between $156.32 and $171.62, with an estimated average price of $165.82.
Sold Out: Packaging Corp of America (PKG)First Foundation Advisors sold out a holding in Packaging Corp of America. The sale prices were between $102.14 and $113.9, with an estimated average price of $110.52.
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