Aviance Capital Management’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-21	Closed	-$1K	–	259
2018 Q4	$1K	Buy	+21	New	+$1.1K	﹤0.01%	230
2017 Q3	–	Sell	-77	Closed	-$4K	–	376
2017 Q2	$4K	Buy	+77	New	+$4.27K	﹤0.01%	310
2016 Q4	–	Sell	-9,211	Closed	-$524K	–	320
2016 Q3	$524K	Buy	+9,211	New	+$515K	0.01%	254

Other funds holding WIP

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

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

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

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

SCM

Stellar Capital Management Phoenix, Arizona $147M AUM 5.91% 1-Year Est. Return

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

Aviance Capital Management sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q1 2019, closing a stake of 21 shares — an estimated $1K sold.

Aviance Capital Management first reported a position in WIP in Q3 2016 and held it in 3 quarters. The position peaked at $524K in Q3 2016. 91 funds tracked by Wall St. Rank hold WIP as of Q1 2019.

Aviance Capital Management reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q1 2019 after selling out during the quarter.
Aviance Capital Management sold 21 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q1 2019, an estimated $1K.
Aviance Capital Management first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q3 2016 and held it in 3 quarters.
Aviance Capital Management's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $524K in Q3 2016.
91 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q1 2019.

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