Aviance Capital Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-262	Closed	-$7K	–	366
2017 Q2	$7K	Buy	+262	New	+$7.42K	﹤0.01%	271
2017 Q1	–	Sell	-43,716	Closed	-$1.23M	–	207
2016 Q4	$1.23M	Sell	43,716 -25,970	-37%	-$739K	0.06%	123
2016 Q3	$2.03M	Buy	69,686 +53,060	+319%	+$1.54M	0.06%	151
2016 Q2	$483K	Buy	+16,626	New	+$476K	0.01%	255

Other funds holding SPIP

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

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

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

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Aviance Capital Management's SPIP Position: Q3 2017 in Review

Aviance Capital Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2017, closing a stake of 262 shares — an estimated $7K sold.

Aviance Capital Management first reported a position in SPIP in Q2 2016 and held it in 4 quarters. The position peaked at $2.03M in Q3 2016. 69 funds tracked by Wall St. Rank hold SPIP as of Q3 2017.

Aviance Capital Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2017 after selling out during the quarter.
Aviance Capital Management sold 262 State Street SPDR Portfolio TIPS ETF shares in Q3 2017, an estimated $7K.
Aviance Capital Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2016 and held it in 4 quarters.
Aviance Capital Management's State Street SPDR Portfolio TIPS ETF position peaked at $2.03M in Q3 2016.
69 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2017.

Based on Aviance Capital Management's 13F filing for Q3 2017, filed 13 Nov 2017.