Aviance Capital Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Aviance Capital Management’s Portfolio BLV Stock Details BLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-5,956	Closed	-$541K	–	210
2018 Q1	$541K	Buy	5,956 +1,087	+22%	+$99.1K	0.04%	157
2017 Q4	$463K	Sell	4,869 -1,044	-18%	-$98.2K	0.03%	150
2017 Q3	$554K	Sell	5,913 -130	-2%	-$12.2K	0.04%	143
2017 Q2	$563K	Sell	6,043 -1,695	-22%	-$156K	0.04%	140
2017 Q1	$697K	Sell	7,738 -4,601	-37%	-$412K	0.04%	143
2016 Q4	$1.1M	Sell	12,339 -83,582	-87%	-$7.69M	0.06%	127
2016 Q3	$9.46M	Buy	95,921 +46,801	+95%	+$4.63M	0.26%	87
2016 Q2	$4.82M	Buy	49,120 +15,813	+47%	+$1.49M	0.14%	105
2016 Q1	$3.1M	Buy	+33,307	New	+$2.99M	0.1%	121

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Aviance Capital Management's BLV Position: Q2 2018 in Review

Aviance Capital Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2018, closing a stake of 5,956 shares — an estimated $541K sold.

Aviance Capital Management first reported a position in BLV in Q1 2016 and held it in 9 quarters. The position peaked at $9.46M in Q3 2016. 143 funds tracked by Wall St. Rank hold BLV as of Q2 2018.

Aviance Capital Management reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2018 after selling out during the quarter.
Aviance Capital Management sold 5,956 Vanguard Long-Term Bond ETF shares in Q2 2018, an estimated $541K.
Aviance Capital Management first reported a position in Vanguard Long-Term Bond ETF in Q1 2016 and held it in 9 quarters.
Aviance Capital Management's Vanguard Long-Term Bond ETF position peaked at $9.46M in Q3 2016.
143 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2018.

Based on Aviance Capital Management's 13F filing for Q2 2018, filed 9 Aug 2018.