Aviance Capital Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$5.73M	Sell	57,925 -6,075	-9%	-$576K	0.86%	36
2018 Q4	$5.5M	Buy	+64,000	New	+$5.85M	0.77%	41
2017 Q3	–	Sell	-82	Closed	-$8K	–	359
2017 Q2	$8K	Buy	+82	New	+$7.62K	﹤0.01%	263
2016 Q4	–	Sell	-44,430	Closed	-$4.33M	–	287
2016 Q3	$4.33M	Buy	44,430 +33,121	+293%	+$3.32M	0.12%	118
2016 Q2	$1.12M	Buy	+11,309	New	+$1.07M	0.03%	193

Other funds holding RWR

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

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

Aviance Capital Management reduced its State Street SPDR Dow Jones REIT ETF (RWR) stake by 9.5% in Q1 2019, selling an estimated $576K and leaving 57,925 shares worth $5.73M. The position accounts for 0.86% of the portfolio, ranked #36.

Aviance Capital Management first reported a position in RWR in Q2 2016 and has held it in 5 quarters since. 245 funds tracked by Wall St. Rank hold RWR as of Q1 2019.

Aviance Capital Management held 57,925 shares of State Street SPDR Dow Jones REIT ETF worth $5.73M as of Q1 2019.
Aviance Capital Management sold 6,075 State Street SPDR Dow Jones REIT ETF shares in Q1 2019, an estimated $576K.
State Street SPDR Dow Jones REIT ETF made up 0.86% of Aviance Capital Management's portfolio in Q1 2019, its #36 holding.
Aviance Capital Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2016 and has held it in 5 quarters since.
245 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2019.

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