Aviance Capital Management’s iShares US Healthcare Providers ETF IHF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-5,545	Closed	-$174K	–	302
2017 Q4	$174K	Buy	5,545 +305	+6%	+$9.18K	0.01%	185
2017 Q3	$155K	Sell	5,240 -510	-9%	-$14.9K	0.01%	185
2017 Q2	$171K	Buy	+5,750	New	+$162K	0.01%	182
2015 Q4	–	Sell	-24,625	Closed	-$610K	–	311
2015 Q3	$610K	Buy	+24,625	New	+$672K	0.02%	185
2015 Q2	–	Sell	-45,775	Closed	-$1.22M	–	141
2015 Q1	$1.22M	Buy	+45,775	New	+$1.14M	0.05%	137

Other funds holding IHF

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

JFM

Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

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

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

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

Delek Group Herzliya, Israel $2.59B AUM 1.24% 1-Year Est. Return

Aviance Capital Management's IHF Position: Q1 2018 in Review

Aviance Capital Management sold out of iShares US Healthcare Providers ETF (IHF) in Q1 2018, closing a stake of 5,545 shares — an estimated $174K sold.

Aviance Capital Management first reported a position in IHF in Q1 2015 and held it in 5 quarters. The position peaked at $1.22M in Q1 2015. 107 funds tracked by Wall St. Rank hold IHF as of Q1 2018.

Aviance Capital Management reported no remaining iShares US Healthcare Providers ETF position as of Q1 2018 after selling out during the quarter.
Aviance Capital Management sold 5,545 iShares US Healthcare Providers ETF shares in Q1 2018, an estimated $174K.
Aviance Capital Management first reported a position in iShares US Healthcare Providers ETF in Q1 2015 and held it in 5 quarters.
Aviance Capital Management's iShares US Healthcare Providers ETF position peaked at $1.22M in Q1 2015.
107 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2018.

Based on Aviance Capital Management's 13F filing for Q1 2018, filed 15 May 2018.