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AVIANCE CAPITAL MANAGEMENT, LLC: WELL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVIANCE CAPITAL MANAGEMENT, LLC on WELL, newest first. How the timeline and the estimate are built.

AVIANCE CAPITAL MANAGEMENT, LLC held 130,128 WELL shares at 2019-03-31 per its 13F-HR filed 2019-05-15.

the latest 13F is the newest step

  1. period ended2019-03-31
    13F 130,128 shares
    Change vs previous 13F -10,179 shares

    1.51% of the 13F portfolio, value $10,098,000.

    13F-HR 0001412575-19-000002 filed by AVIANCE CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2018-12-31
    13F 140,307 shares
    Change vs previous 13F -39,113 shares

    1.37% of the 13F portfolio, value $9,738,000.

    13F-HR 0001412575-19-000001 filed by AVIANCE CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2018-09-30
    13F 179,420 shares
    Change vs previous 13F +179,420 shares

    1.13% of the 13F portfolio, value $11,540,000.

    13F-HR 0001412575-18-000006 filed by AVIANCE CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2018-06-30
    13F/A 0 shares
    Change vs previous 13F -23 shares

    13F-HR/A 0001412575-18-000005 filed by AVIANCE CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2018-03-31
    13F 23 shares
    Change vs previous 13F +23 shares

    <0.01% of the 13F portfolio, value $1,000.

    13F-HR 0001412575-18-000003 filed by AVIANCE CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2017-12-31
    13F 0 shares
    Change vs previous 13F -28 shares

    13F-HR 0001412575-18-000001 filed by AVIANCE CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2017-09-30
    13F 28 shares
    Change vs previous 13F -9 shares

    <0.01% of the 13F portfolio, value $2,000.

    13F-HR 0001412575-17-000005 filed by AVIANCE CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2017-06-30
    13F 37 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,000.

    13F-HR 0001412575-17-000004 filed by AVIANCE CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).