Aviance Capital Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$6K	Sell	54 -15	-22%	-$1.62K	﹤0.01%	201
2018 Q4	$7K	Sell	69 -7	-9%	-$732	﹤0.01%	204
2018 Q3	$8K	Buy	76 +8	+12%	+$859	﹤0.01%	189
2018 Q2	$7K	Sell	68 -141,746	-100%	-$15.5M	﹤0.01%	185
2018 Q1	$16M	Sell	141,814 -19,565	-12%	-$2.22M	1.23%	23
2017 Q4	$18.7M	Buy	161,379 +130,994	+431%	+$15.1M	1.34%	18
2017 Q3	$3.54M	Sell	30,385 -4,748	-14%	-$549K	0.24%	69
2017 Q2	$4.02M	Sell	35,133 -6,263	-15%	-$719K	0.25%	72
2017 Q1	$4.71M	Buy	+41,396	New	+$4.66M	0.26%	74
2016 Q4	–	Sell	-238,544	Closed	-$28M	–	229
2016 Q3	$28M	Sell	238,544 -18,590	-7%	-$2.17M	0.78%	37
2016 Q2	$29.6M	Buy	+257,134	New	+$28.7M	0.89%	34
2014 Q1	–	Sell	-1	Closed	–	–	315
2013 Q4	$0	Hold	1	–	–	﹤0.01%	445
2013 Q3	$0	Sell	1 -10,565	-100%	-$1.15M	﹤0.01%	468
2013 Q2	$1.16M	Buy	+10,566	New	+$1.23M	0.64%	64

Other funds holding EMB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return

Aviance Capital Management's EMB Position: Q1 2019 in Review

Aviance Capital Management reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 22% in Q1 2019, selling an estimated $1.62K and leaving 54 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #201.

Aviance Capital Management first reported a position in EMB in Q2 2013 and has held it in 14 quarters since. The position peaked at $29.6M in Q2 2016. 589 funds tracked by Wall St. Rank hold EMB as of Q1 2019.

Aviance Capital Management held 54 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $6K as of Q1 2019.
Aviance Capital Management sold 15 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2019, an estimated $1.62K.
iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of Aviance Capital Management's portfolio in Q1 2019, its #201 holding.
Aviance Capital Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2013 and has held it in 14 quarters since.
Aviance Capital Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $29.6M in Q2 2016.
589 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2019.

Based on Aviance Capital Management's 13F filing for Q1 2019, filed 15 May 2019.