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ACM
Aviance Capital Management’s
State Street Industrial Select Sector SPDR ETF
XLI
Stock Holding History
Aviance Capital Management’s Portfolio
XLI Stock Details
XLI Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q2
–
Sell
-3,217
Closed
-$239K
–
291
2018
Q1
$239K
Sell
3,217
-400
-11%
-$30.8K
0.02%
177
2017
Q4
$274K
Sell
3,617
-425
-11%
-$30.9K
0.02%
166
2017
Q3
$287K
Sell
4,042
-502
-11%
-$34.5K
0.02%
160
2017
Q2
$309K
Sell
4,544
-39,005
-90%
-$2.6M
0.02%
161
2017
Q1
$2.83M
Sell
43,549
-49,214
-53%
-$3.18M
0.16%
88
2016
Q4
$5.77M
Buy
92,763
+23,081
+33%
+$1.39M
0.3%
68
2016
Q3
$4.07M
Buy
69,682
+60,123
+629%
+$3.49M
0.11%
120
2016
Q2
$535K
Buy
+9,559
New
+$533K
0.02%
247
2015
Q2
–
Sell
-104,697
Closed
-$5.84M
–
248
2015
Q1
$5.84M
Buy
104,697
+28,103
+37%
+$1.58M
0.22%
80
2014
Q4
$4.33M
Sell
76,594
-112,104
-59%
-$6.16M
0.16%
97
2014
Q3
$10M
Buy
188,698
+13,218
+8%
+$709K
0.4%
63
2014
Q2
$9.49M
Buy
175,480
+9,493
+6%
+$507K
0.4%
59
2014
Q1
$8.69M
Buy
165,987
+89,353
+117%
+$4.59M
0.44%
54
2013
Q4
$4M
Sell
76,634
-4,006
-5%
-$197K
2.13%
10
2013
Q3
$3.74M
Buy
80,640
+8,897
+12%
+$402K
2.18%
8
2013
Q2
$3.06M
Buy
+71,743
New
+$3.05M
1.68%
10
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$1.37T AUM
24.88%
1-Year Est. Return
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$761B AUM
31.28%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
SGI
Swan Global Investments
Durango, Colorado
$1.86B AUM
15.66%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Barclays
London, United Kingdom
$280B AUM
33.63%
1-Year Est. Return
BNP Paribas Financial Markets
Paris, France
$152B AUM
31.61%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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