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Aviance Capital Management’s Healthcare Realty HR Stock Holding History

Aviance Capital Management’s Portfolio HR Stock Details HR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-21,149
Closed -$509K – 297
2014
Q2 		$509K Sell
21,149
-5,357
-20% -$128K 0.02% 221
2014
Q1 		$604K Buy
26,506
+21,802
+463% +$475K 0.03% 186
2013
Q4 		$93K Sell
4,704
-6,584
-58% -$140K 0.05% 204
2013
Q3 		$237K Buy
11,288
+8,788
+352% +$190K 0.14% 117
2013
Q2 		$56K Buy
+2,500
New +$60.1K 0.03% 214

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VAM
Visium Asset Management New York $1.43B AUM 3.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Aviance Capital Management's HR Position: Q3 2014 in Review

Aviance Capital Management sold out of Healthcare Realty (HR) in Q3 2014, closing a stake of 21,149 shares — an estimated $509K sold.

Aviance Capital Management first reported a position in HR in Q2 2013 and held it in 5 quarters. The position peaked at $604K in Q1 2014. 220 funds tracked by Wall St. Rank hold HR as of Q3 2014.

  • Aviance Capital Management reported no remaining Healthcare Realty position as of Q3 2014 after selling out during the quarter.
  • Aviance Capital Management sold 21,149 Healthcare Realty shares in Q3 2014, an estimated $509K.
  • Aviance Capital Management first reported a position in Healthcare Realty in Q2 2013 and held it in 5 quarters.
  • Aviance Capital Management's Healthcare Realty position peaked at $604K in Q1 2014.
  • 220 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2014.

Based on Aviance Capital Management's 13F filing for Q3 2014, filed 6 Nov 2014.