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Aviance Capital Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Aviance Capital Management’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-151,341
Closed -$20.8M – 311
2016
Q3 		$20.8M Buy
151,341
+79,608
+111% +$11M 0.58% 50
2016
Q2 		$9.96M Buy
71,733
+20,927
+41% +$2.76M 0.3% 76
2016
Q1 		$6.64M Buy
50,806
+9,851
+24% +$1.26M 0.22% 87
2015
Q4 		$4.94M Buy
40,955
+19,520
+91% +$2.38M 0.16% 100
2015
Q3 		$2.65M Sell
21,435
-162,986
-88% -$19.8M 0.09% 118
2015
Q2 		$21.7M Buy
+184,421
New +$22.6M 22.23% 1

Other funds holding TLT

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
PC
Passport Capital San Francisco, California $394M AUM 50.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MLICM
Metropolitan Life Insurance Company (MetLife) New York $328M AUM 9.77% 1-Year Est. Return