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AVIANCE CAPITAL MANAGEMENT, LLC: XLU position timeline

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

AVIANCE CAPITAL MANAGEMENT, LLC held 110,752 XLU 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 110,752 shares
    Change vs previous 13F -113,986 shares

    0.96% of the 13F portfolio, value $6,442,000.

    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 224,738 shares
    Change vs previous 13F +111,013 shares

    1.67% of the 13F portfolio, value $11,893,000.

    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 113,725 shares
    Change vs previous 13F +113,725 shares

    0.59% of the 13F portfolio, value $5,988,000.

    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 -39 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 39 shares
    Change vs previous 13F 0 shares

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

    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 39 shares
    Change vs previous 13F 0 shares

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

    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).

  7. period ended2017-09-30
    13F 39 shares
    Change vs previous 13F not available

    <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).