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Aviance Capital Management’s iShares US Financials ETF IYF Stock Holding History

Aviance Capital Management’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-388,444
Closed -$16.3M – 322
2014
Q3 		$16.3M Buy
388,444
+111,710
+40% +$4.68M 0.65% 47
2014
Q2 		$11.5M Sell
276,734
-9,764
-3% -$397K 0.49% 50
2014
Q1 		$11.7M Buy
286,498
+286,154
+83,184% +$11.4M 0.6% 48
2013
Q4 		$14K Buy
344
+266
+341% +$10.2K 0.01% 314
2013
Q3 		$3K Buy
+78
New +$2.89K ﹤0.01% 390

Other funds holding IYF

FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

Aviance Capital Management's IYF Position: Q4 2014 in Review

Aviance Capital Management sold out of iShares US Financials ETF (IYF) in Q4 2014, closing a stake of 388,444 shares — an estimated $16.3M sold.

Aviance Capital Management first reported a position in IYF in Q3 2013 and held it in 5 quarters. The position peaked at $16.3M in Q3 2014. 163 funds tracked by Wall St. Rank hold IYF as of Q4 2014.

  • Aviance Capital Management reported no remaining iShares US Financials ETF position as of Q4 2014 after selling out during the quarter.
  • Aviance Capital Management sold 388,444 iShares US Financials ETF shares in Q4 2014, an estimated $16.3M.
  • Aviance Capital Management first reported a position in iShares US Financials ETF in Q3 2013 and held it in 5 quarters.
  • Aviance Capital Management's iShares US Financials ETF position peaked at $16.3M in Q3 2014.
  • 163 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2014.

Based on Aviance Capital Management's 13F filing for Q4 2014, filed 23 Feb 2015.