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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-18,375	Closed	-$665K	–	247
2018 Q4	$665K	Buy	+18,375	New	+$704K	0.09%	112
2017 Q4	–	Sell	-8,395	Closed	-$289K	–	304
2017 Q3	$289K	Buy	+8,395	New	+$283K	0.02%	159
2014 Q4	–	Sell	-602,770	Closed	-$16.2M	–	323
2014 Q3	$16.2M	Buy	602,770 +150,290	+33%	+$3.96M	0.65%	49
2014 Q2	$11.6M	Sell	452,480 -4,505	-1%	-$111K	0.49%	48
2014 Q1	$11.2M	Buy	456,985 +456,530	+100,336%	+$11.1M	0.57%	51
2013 Q4	$11K	Buy	+455	New	+$10.2K	0.01%	342

Other funds holding IYH

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

TAF

Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

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

Aviance Capital Management sold out of iShares US Healthcare ETF (IYH) in Q1 2019, closing a stake of 18,375 shares — an estimated $665K sold.

Aviance Capital Management first reported a position in IYH in Q4 2013 and held it in 6 quarters. The position peaked at $16.2M in Q3 2014. 293 funds tracked by Wall St. Rank hold IYH as of Q1 2019.

Aviance Capital Management reported no remaining iShares US Healthcare ETF position as of Q1 2019 after selling out during the quarter.
Aviance Capital Management sold 18,375 iShares US Healthcare ETF shares in Q1 2019, an estimated $665K.
Aviance Capital Management first reported a position in iShares US Healthcare ETF in Q4 2013 and held it in 6 quarters.
Aviance Capital Management's iShares US Healthcare ETF position peaked at $16.2M in Q3 2014.
293 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2019.

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