Aviance Capital Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Aviance Capital Partners’s Portfolio VNQ Stock Details VNQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-7,324	Closed	-$608K	–	229
2017 Q4	$608K	Buy	7,324 +11	+0.2%	+$922	0.2%	137
2017 Q3	$608K	Sell	7,313 -753	-9%	-$62.9K	0.21%	130
2017 Q2	$671K	Buy	8,066 +1,995	+33%	+$166K	0.22%	127
2017 Q1	$501K	Buy	6,071 +1,607	+36%	+$133K	0.18%	139
2016 Q4	$368K	Buy	4,464 +785	+21%	+$63.9K	0.13%	157
2016 Q3	$319K	Buy	3,679 +175	+5%	+$15.6K	0.11%	162
2016 Q2	$311K	Buy	+3,504	New	+$294K	0.11%	168

Other funds holding VNQ

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Aviance Capital Partners's VNQ Position: Q1 2018 in Review

Aviance Capital Partners sold out of Vanguard Real Estate ETF (VNQ) in Q1 2018, closing a stake of 7,324 shares — an estimated $608K sold.

Aviance Capital Partners first reported a position in VNQ in Q2 2016 and held it in 7 quarters. The position peaked at $671K in Q2 2017. 1,016 funds tracked by Wall St. Rank hold VNQ as of Q1 2018.

Aviance Capital Partners reported no remaining Vanguard Real Estate ETF position as of Q1 2018 after selling out during the quarter.
Aviance Capital Partners sold 7,324 Vanguard Real Estate ETF shares in Q1 2018, an estimated $608K.
Aviance Capital Partners first reported a position in Vanguard Real Estate ETF in Q2 2016 and held it in 7 quarters.
Aviance Capital Partners's Vanguard Real Estate ETF position peaked at $671K in Q2 2017.
1,016 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2018.

Based on Aviance Capital Partners's 13F filing for Q1 2018, filed 3 May 2018.