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Aviance Capital Management’s iShares Global Healthcare ETF IXJ Stock Holding History

Aviance Capital Management’s Portfolio IXJ Stock Details IXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$1.75M Sell
28,593
-8,138
-22% -$485K 0.26% 80
2018
Q4 		$2.08M Buy
+36,731
New +$2.2M 0.29% 72
2017
Q4 		– Sell
-2,536
Closed -$143K – 303
2017
Q3 		$143K Buy
+2,536
New +$139K 0.01% 195

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

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

Aviance Capital Management reduced its iShares Global Healthcare ETF (IXJ) stake by 22% in Q1 2019, selling an estimated $485K and leaving 28,593 shares worth $1.75M. The position accounts for 0.26% of the portfolio, ranked #80.

Aviance Capital Management first reported a position in IXJ in Q3 2017 and has held it in 3 quarters since. The position peaked at $2.08M in Q4 2018. 201 funds tracked by Wall St. Rank hold IXJ as of Q1 2019.

  • Aviance Capital Management held 28,593 shares of iShares Global Healthcare ETF worth $1.75M as of Q1 2019.
  • Aviance Capital Management sold 8,138 iShares Global Healthcare ETF shares in Q1 2019, an estimated $485K.
  • iShares Global Healthcare ETF made up 0.26% of Aviance Capital Management's portfolio in Q1 2019, its #80 holding.
  • Aviance Capital Management first reported a position in iShares Global Healthcare ETF in Q3 2017 and has held it in 3 quarters since.
  • Aviance Capital Management's iShares Global Healthcare ETF position peaked at $2.08M in Q4 2018.
  • 201 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2019.

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