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Aviance Capital Management’s iShares US Industrials ETF IYJ Stock Holding History

Aviance Capital Management’s Portfolio IYJ Stock Details IYJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-320,622
Closed -$16.2M – 324
2014
Q3 		$16.2M Buy
320,622
+104,386
+48% +$5.36M 0.65% 48
2014
Q2 		$11.2M Buy
+216,236
New +$11M 0.48% 53
2014
Q1 		– Sell
-212
Closed -$11K – 344
2013
Q4 		$11K Buy
+212
New +$10.1K 0.01% 343

Other funds holding IYJ

BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Aviance Capital Management sold out of iShares US Industrials ETF (IYJ) in Q4 2014, closing a stake of 320,622 shares — an estimated $16.2M sold.

Aviance Capital Management first reported a position in IYJ in Q4 2013 and held it in 3 quarters. The position peaked at $16.2M in Q3 2014. 108 funds tracked by Wall St. Rank hold IYJ as of Q4 2014.

  • Aviance Capital Management reported no remaining iShares US Industrials ETF position as of Q4 2014 after selling out during the quarter.
  • Aviance Capital Management sold 320,622 iShares US Industrials ETF shares in Q4 2014, an estimated $16.2M.
  • Aviance Capital Management first reported a position in iShares US Industrials ETF in Q4 2013 and held it in 3 quarters.
  • Aviance Capital Management's iShares US Industrials ETF position peaked at $16.2M in Q3 2014.
  • 108 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2014.

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