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Aviance Capital Management’s iShares US Regional Banks ETF IAT Stock Holding History

Aviance Capital Management’s Portfolio IAT Stock Details IAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-105
Closed -$5K – 241
2018
Q1 		$5K Buy
+105
New +$5.49K ﹤0.01% 245

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HCMNY
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Royal Bank of Canada
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SFI
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Ameriprise
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BCM
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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Aviance Capital Management sold out of iShares US Regional Banks ETF (IAT) in Q2 2018, closing a stake of 105 shares — an estimated $5K sold.

Aviance Capital Management first reported a position in IAT in Q1 2018 and held it in 1 quarter. The position peaked at $5K in Q1 2018. 137 funds tracked by Wall St. Rank hold IAT as of Q2 2018.

  • Aviance Capital Management reported no remaining iShares US Regional Banks ETF position as of Q2 2018 after selling out during the quarter.
  • Aviance Capital Management sold 105 iShares US Regional Banks ETF shares in Q2 2018, an estimated $5K.
  • Aviance Capital Management first reported a position in iShares US Regional Banks ETF in Q1 2018 and held it in 1 quarter.
  • Aviance Capital Management's iShares US Regional Banks ETF position peaked at $5K in Q1 2018.
  • 137 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2018.

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