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Aviance Capital Management’s iShares US Real Estate ETF IYR Stock Holding History

Aviance Capital Management’s Portfolio IYR Stock Details IYR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-181,872
Closed -$14.7M – 260
2016
Q3 		$14.7M Buy
181,872
+106,312
+141% +$8.8M 0.41% 66
2016
Q2 		$6.22M Sell
75,560
-112,689
-60% -$8.83M 0.19% 98
2016
Q1 		$14.7M Sell
188,249
-15,925
-8% -$1.16M 0.48% 60
2015
Q4 		$15.3M Buy
204,174
+15,755
+8% +$1.18M 0.5% 57
2015
Q3 		$13.4M Buy
+188,419
New +$13.7M 0.47% 55
2015
Q2 		– Sell
-80,077
Closed -$6.35M – 148
2015
Q1 		$6.35M Buy
80,077
+36,073
+82% +$2.89M 0.24% 78
2014
Q4 		$3.38M Buy
44,004
+12,112
+38% +$906K 0.12% 109
2014
Q3 		$2.21M Buy
31,892
+7,581
+31% +$549K 0.09% 134
2014
Q2 		$1.75M Buy
24,311
+5,748
+31% +$405K 0.07% 133
2014
Q1 		$1.26M Buy
18,563
+15,016
+423% +$996K 0.06% 130
2013
Q4 		$224K Sell
3,547
-2,894
-45% -$186K 0.12% 130
2013
Q3 		$411K Sell
6,441
-3,858
-37% -$252K 0.24% 75
2013
Q2 		$684K Buy
+10,299
New +$728K 0.38% 73

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TIAAOA
Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return

Aviance Capital Management's IYR Position: Q4 2016 in Review

Aviance Capital Management sold out of iShares US Real Estate ETF (IYR) in Q4 2016, closing a stake of 181,872 shares — an estimated $14.7M sold.

Aviance Capital Management first reported a position in IYR in Q2 2013 and held it in 13 quarters. The position peaked at $15.3M in Q4 2015. 364 funds tracked by Wall St. Rank hold IYR as of Q4 2016.

  • Aviance Capital Management reported no remaining iShares US Real Estate ETF position as of Q4 2016 after selling out during the quarter.
  • Aviance Capital Management sold 181,872 iShares US Real Estate ETF shares in Q4 2016, an estimated $14.7M.
  • Aviance Capital Management first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 13 quarters.
  • Aviance Capital Management's iShares US Real Estate ETF position peaked at $15.3M in Q4 2015.
  • 364 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2016.

Based on Aviance Capital Management's 13F filing for Q4 2016, filed 14 Feb 2017.