Aviance Capital Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$2.49M	Sell	72,426 -6,336	-8%	-$203K	0.37%	67
2018 Q4	$2.25M	Sell	78,762 -25,848	-25%	-$799K	0.32%	70
2018 Q3	$3.65M	Sell	104,610 -12,528	-11%	-$425K	0.36%	63
2018 Q2	$3.77M	Sell	117,138 -9,954	-8%	-$314K	0.31%	62
2018 Q1	$3.8M	Sell	127,092 -486	-0.4%	-$14.8K	0.29%	64
2017 Q4	$3.59M	Sell	127,578 -24,294	-16%	-$671K	0.26%	68
2017 Q3	$3.93M	Sell	151,872 -7,596	-5%	-$192K	0.27%	63
2017 Q2	$3.84M	Sell	159,468 -18,408	-10%	-$442K	0.24%	76
2017 Q1	$4.11M	Buy	+177,876	New	+$3.95M	0.23%	78

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Aviance Capital Management reduced its iShares Expanded Tech Sector ETF (IGM) stake by 8% in Q1 2019, selling an estimated $203K and leaving 72,426 shares worth $2.49M. The position accounts for 0.37% of the portfolio, ranked #67.

Aviance Capital Management first reported a position in IGM in Q1 2017 and has held it in 9 quarters since. The position peaked at $4.11M in Q1 2017. 153 funds tracked by Wall St. Rank hold IGM as of Q1 2019.

Aviance Capital Management held 72,426 shares of iShares Expanded Tech Sector ETF worth $2.49M as of Q1 2019.
Aviance Capital Management sold 6,336 iShares Expanded Tech Sector ETF shares in Q1 2019, an estimated $203K.
iShares Expanded Tech Sector ETF made up 0.37% of Aviance Capital Management's portfolio in Q1 2019, its #67 holding.
Aviance Capital Management first reported a position in iShares Expanded Tech Sector ETF in Q1 2017 and has held it in 9 quarters since.
Aviance Capital Management's iShares Expanded Tech Sector ETF position peaked at $4.11M in Q1 2017.
153 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2019.

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