Aviance Capital Management’s iShares US Financial Services ETF IYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-52,026	Closed	-$1.56M	–	311
2015 Q4	$1.56M	Sell	52,026 -2,403	-4%	-$72.9K	0.05%	142
2015 Q3	$1.55M	Buy	+54,429	New	+$1.67M	0.05%	134
2015 Q2	–	Sell	-58,614	Closed	-$1.75M	–	147
2015 Q1	$1.75M	Buy	+58,614	New	+$1.74M	0.06%	124

Other funds holding IYG

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 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

Aviance Capital Management's IYG Position: Q1 2016 in Review

Aviance Capital Management sold out of iShares US Financial Services ETF (IYG) in Q1 2016, closing a stake of 52,026 shares — an estimated $1.56M sold.

Aviance Capital Management first reported a position in IYG in Q1 2015 and held it in 3 quarters. The position peaked at $1.75M in Q1 2015. 72 funds tracked by Wall St. Rank hold IYG as of Q1 2016.

Aviance Capital Management reported no remaining iShares US Financial Services ETF position as of Q1 2016 after selling out during the quarter.
Aviance Capital Management sold 52,026 iShares US Financial Services ETF shares in Q1 2016, an estimated $1.56M.
Aviance Capital Management first reported a position in iShares US Financial Services ETF in Q1 2015 and held it in 3 quarters.
Aviance Capital Management's iShares US Financial Services ETF position peaked at $1.75M in Q1 2015.
72 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2016.

Based on Aviance Capital Management's 13F filing for Q1 2016, filed 13 May 2016.