ACM
WPS

Aviance Capital Management’s iShares International Developed Property ETF WPS Stock Holding History

Aviance Capital Management’s Portfolio WPS Stock Details WPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-15,478
Closed -$604K – 310
2014
Q2 		$604K Sell
15,478
-10,065
-39% -$383K 0.03% 204
2014
Q1 		$930K Buy
+25,543
New +$929K 0.05% 153

Other funds holding WPS

CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1GA
1st Global Advisors Dallas, Texas $869M AUM 16.28% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.66B AUM 18.56% 1-Year Est. Return
MA
MUFG Americas New York $4.04B AUM 12.45% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Aviance Capital Management's WPS Position: Q3 2014 in Review

Aviance Capital Management sold out of iShares International Developed Property ETF (WPS) in Q3 2014, closing a stake of 15,478 shares — an estimated $604K sold.

Aviance Capital Management first reported a position in WPS in Q1 2014 and held it in 2 quarters. The position peaked at $930K in Q1 2014. 44 funds tracked by Wall St. Rank hold WPS as of Q3 2014.

  • Aviance Capital Management reported no remaining iShares International Developed Property ETF position as of Q3 2014 after selling out during the quarter.
  • Aviance Capital Management sold 15,478 iShares International Developed Property ETF shares in Q3 2014, an estimated $604K.
  • Aviance Capital Management first reported a position in iShares International Developed Property ETF in Q1 2014 and held it in 2 quarters.
  • Aviance Capital Management's iShares International Developed Property ETF position peaked at $930K in Q1 2014.
  • 44 funds tracked by Wall St. Rank held iShares International Developed Property ETF as of Q3 2014.

Based on Aviance Capital Management's 13F filing for Q3 2014, filed 6 Nov 2014.