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Aviance Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Aviance Capital Management’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-33,780
Closed -$6.71M – 318
2016
Q3 		$6.71M Buy
33,780
+6,175
+22% +$1.22M 0.19% 102
2016
Q2 		$5.31M Buy
27,605
+6,258
+29% +$1.19M 0.16% 101
2016
Q1 		$4.03M Buy
21,347
+17,669
+480% +$3.16M 0.13% 106
2015
Q4 		$688K Buy
3,678
+1,975
+116% +$372K 0.02% 194
2015
Q3 		$299K Buy
+1,703
New +$317K 0.01% 246

Other funds holding VOO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Aviance Capital Management sold out of Vanguard S&P 500 ETF (VOO) in Q4 2016, closing a stake of 33,780 shares — an estimated $6.71M sold.

Aviance Capital Management first reported a position in VOO in Q3 2015 and held it in 5 quarters. The position peaked at $6.71M in Q3 2016. 632 funds tracked by Wall St. Rank hold VOO as of Q4 2016.

  • Aviance Capital Management reported no remaining Vanguard S&P 500 ETF position as of Q4 2016 after selling out during the quarter.
  • Aviance Capital Management sold 33,780 Vanguard S&P 500 ETF shares in Q4 2016, an estimated $6.71M.
  • Aviance Capital Management first reported a position in Vanguard S&P 500 ETF in Q3 2015 and held it in 5 quarters.
  • Aviance Capital Management's Vanguard S&P 500 ETF position peaked at $6.71M in Q3 2016.
  • 632 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2016.

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