SEC 13F Intelligence

Managers / Q1 2019

AVIANCE CAPITAL MANAGEMENT, LLC

CIK 0001412575 · 501 NORTH CATTLEMEN DRIVE, SARASOTA, FL, 34232 · 941-441-1635

Reported Value
$668M
Q1 2019
Positions
248
Filings on Record
2
2019–present window
Filed
May 15, 2019
original filing

Summary

Aviance Capital Management, Llc reported $668M in U.S.-listed holdings across 248 positions for Q1 2019.

Its largest position, NFLT, represents 6.9% of the portfolio.

Compared with Q4 2018, the fund opened 35 new positions and exited 17.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $712MQ4 ’18Q1 ’19: $668MQ1 ’19filingsflow.com

Portfolio Composition

By security type
ETP: 56.1%Common Stock: 20.4%Other: 9.1%REIT: 7.7%ADR: 6.7%Other: 0.0%
  • ETP · 56.1% · $375M
  • Common Stock · 20.4% · $136M
  • Other · 9.1% · $61M
  • REIT · 7.7% · $52M
  • ADR · 6.7% · $45M
  • Other · 0.0% · $2,000

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2019

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2019$668M248May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$712M230Feb 14, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • Global Financial Private Capital, LLC

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.