Ownership history in Aviance Capital Partners, LLC Β· 31 quarters on record
This page tracks every 13F SEC filing in which Aviance Capital Partners, LLC reported a position in PRUDENTIAL SHT DURATION HI YLD FUND INC. (ISD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Aviance Capital Partners, LLC underperformed the S&P 500 by β4.3% annually on this ISD position. Timing score: 55% (16/29 decisions correct). Average cost basis: $10.12. Maximum drawdown during holding period: β23.6%.
β οΈ Trailed SPY by 4.3% ann. on this position.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
16 of 29 add/trim decisions correct
Best entry: $6.66 (2020 Q1) Β· Worst: $14.26 (2025 Q4)
πͺ Held through 2 major drawdowns (>20%).
16 adds Β· 15 trims. Bought during 2 of 6 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.09% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size