ACM
XYZ

Aviance Capital Management’s Block Inc XYZ Stock Holding History

Aviance Capital Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-5,818
Closed -$168K – 341
2017
Q3 		$168K Sell
5,818
-1,266
-18% -$33.1K 0.01% 181
2017
Q2 		$166K Sell
7,084
-9,744
-58% -$201K 0.01% 183
2017
Q1 		$291K Buy
+16,828
New +$263K 0.02% 172
2016
Q4 		– Sell
-28,651
Closed -$334K – 324
2016
Q3 		$334K Buy
+28,651
New +$313K 0.01% 297

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Aviance Capital Management's XYZ Position: Q4 2017 in Review

Aviance Capital Management sold out of Block Inc (XYZ) in Q4 2017, closing a stake of 5,818 shares — an estimated $168K sold.

Aviance Capital Management first reported a position in XYZ in Q3 2016 and held it in 4 quarters. The position peaked at $334K in Q3 2016. 432 funds tracked by Wall St. Rank hold XYZ as of Q4 2017.

  • Aviance Capital Management reported no remaining Block Inc position as of Q4 2017 after selling out during the quarter.
  • Aviance Capital Management sold 5,818 Block Inc shares in Q4 2017, an estimated $168K.
  • Aviance Capital Management first reported a position in Block Inc in Q3 2016 and held it in 4 quarters.
  • Aviance Capital Management's Block Inc position peaked at $334K in Q3 2016.
  • 432 funds tracked by Wall St. Rank held Block Inc as of Q4 2017.

Based on Aviance Capital Management's 13F filing for Q4 2017, filed 8 Feb 2018.