Aviance Capital Management’s Yelp YELP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-4,203	Closed	-$230K	–	318
2014 Q4	$230K	Sell	4,203 -8,657	-67%	-$512K	0.01%	290
2014 Q3	$878K	Sell	12,860 -335	-3%	-$25K	0.04%	189
2014 Q2	$1.01M	Buy	+13,195	New	+$859K	0.04%	169

Other funds holding YELP

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCM

Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

JPCCM

J&P (China) Capital Management Hong Kong, China $586M AUM 82.64% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Aviance Capital Management's YELP Position: Q1 2015 in Review

Aviance Capital Management sold out of Yelp (YELP) in Q1 2015, closing a stake of 4,203 shares — an estimated $230K sold.

Aviance Capital Management first reported a position in YELP in Q2 2014 and held it in 3 quarters. The position peaked at $1.01M in Q2 2014. 226 funds tracked by Wall St. Rank hold YELP as of Q1 2015.

Aviance Capital Management reported no remaining Yelp position as of Q1 2015 after selling out during the quarter.
Aviance Capital Management sold 4,203 Yelp shares in Q1 2015, an estimated $230K.
Aviance Capital Management first reported a position in Yelp in Q2 2014 and held it in 3 quarters.
Aviance Capital Management's Yelp position peaked at $1.01M in Q2 2014.
226 funds tracked by Wall St. Rank held Yelp as of Q1 2015.

Based on Aviance Capital Management's 13F filing for Q1 2015, filed 14 May 2015.