First Foundation Advisors Buys Salesforce.com Inc, JPMorgan Alerian MLP Index ETN, iShares Core S&P 500 ETF, Sells O'Reilly Automotive Inc, Linde PLC, Johnson & Johnson

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Feb 12, 2020
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Irvine, CA, based Investment company First Foundation Advisors (Current Portfolio) buys Salesforce.com Inc, JPMorgan Alerian MLP Index ETN, iShares Core S&P 500 ETF, Align Technology Inc, SPDR Gold Trust, sells O'Reilly Automotive Inc, Linde PLC, Johnson & Johnson, Fox Corp, Occidental Petroleum Corp during the 3-months ended 2019Q4, according to the most recent filings of the investment company, First Foundation Advisors. As of 2019Q4, First Foundation Advisors owns 334 stocks with a total value of $2 billion. These are the details of the buys and sells.

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
  1. Microsoft Corp (MSFT) - 1,265,112 shares, 10.08% of the total portfolio. Shares added by 0.72%
  2. Facebook Inc (FB) - 860,501 shares, 8.92% of the total portfolio. Shares added by 10.61%
  3. Alphabet Inc (GOOG) - 65,537 shares, 4.43% of the total portfolio. Shares added by 1.11%
  4. VEREIT Inc (VER) - 7,849,662 shares, 3.66% of the total portfolio. Shares added by 0.06%
  5. ishares Gold Trust (IAU) - 4,866,566 shares, 3.57% of the total portfolio. Shares reduced by 12.59%
New Purchase: JPMorgan Alerian MLP Index ETN (AMJ)

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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