Aviance Capital Management’s SPDR S&P International Utilities Sector IPU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-102,542
| Closed | -$1.74M | – | 383 |
|
|
2017
Q2 | $1.74M | Sell |
102,542
-12,251
| -11% | -$206K | 0.11% | 100 |
|
|
2017
Q1 | $1.85M | Sell |
114,793
-17,474
| -13% | -$268K | 0.1% | 99 |
|
|
2016
Q4 | $1.96M | Sell |
132,267
-23,399
| -15% | -$353K | 0.1% | 101 |
|
|
2016
Q3 | $2.54M | Sell |
155,666
-37,088
| -19% | -$612K | 0.07% | 143 |
|
|
2016
Q2 | $3.18M | Sell |
192,754
-7,317
| -4% | -$120K | 0.1% | 126 |
|
|
2016
Q1 | $3.29M | Buy |
200,071
+4,309
| +2% | +$67.7K | 0.11% | 119 |
|
|
2015
Q4 | $3.15M | Buy |
195,762
+27,507
| +16% | +$452K | 0.1% | 120 |
|
|
2015
Q3 | $2.68M | Buy |
+168,255
| New | +$2.82M | 0.09% | 117 |
|
|
2015
Q2 | – | Sell |
-88,089
| Closed | -$1.5M | – | 264 |
|
|
2015
Q1 | $1.5M | Buy |
88,089
+7,946
| +10% | +$138K | 0.06% | 128 |
|
|
2014
Q4 | $1.42M | Buy |
+80,143
| New | +$1.47M | 0.05% | 156 |
|
|
2014
Q3 | – | Sell |
-29,650
| Closed | -$594K | – | 315 |
|
|
2014
Q2 | $594K | Sell |
29,650
-23,625
| -44% | -$462K | 0.03% | 205 |
|
|
2014
Q1 | $1.03M | Buy |
+53,275
| New | +$976K | 0.05% | 143 |
|
Aviance Capital Management's IPU Position: Q3 2017 in Review
Aviance Capital Management sold out of SPDR S&P International Utilities Sector (IPU) in Q3 2017, closing a stake of 102,542 shares — an estimated $1.74M sold.
Aviance Capital Management first reported a position in IPU in Q1 2014 and held it in 12 quarters. The position peaked at $3.29M in Q1 2016. 0 funds tracked by Wall St. Rank hold IPU as of Q3 2017.
- Aviance Capital Management reported no remaining SPDR S&P International Utilities Sector position as of Q3 2017 after selling out during the quarter.
- Aviance Capital Management sold 102,542 SPDR S&P International Utilities Sector shares in Q3 2017, an estimated $1.74M.
- Aviance Capital Management first reported a position in SPDR S&P International Utilities Sector in Q1 2014 and held it in 12 quarters.
- Aviance Capital Management's SPDR S&P International Utilities Sector position peaked at $3.29M in Q1 2016.
- 0 funds tracked by Wall St. Rank held SPDR S&P International Utilities Sector as of Q3 2017.
Based on Aviance Capital Management's 13F filing for Q3 2017, filed 13 Nov 2017.