AVIANCE CAPITAL PARTNERS, LLC Information

2180 IMMOKALEE ROAD, #301, NAPLES, Florida, 34110, (239) 598-4747

Report Date: 03/31/2014

Position Statistics

Total Positions 236
New Positions 24
Increased Positions 95
Decreased Positions 108
Positions with Activity 203
Sold Out Positions 18
Total Mkt Value (in $ millions) 240

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 2.94%
Capital Goods 4.76%
Conglomerates
Consumer Cyclical 2.13%
Consumer/Non-Cyclical 4.57%
Energy 8.35%
Financial 31.65%
Healthcare 20.47%
Services 6.91%
Technology 13.21%
Transportation 0.51%
Utilities 2.63%

24 New Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
DIREXION SHS ETF TR DLY SMCAP BULL3X 2,114 2,114 New 30,000
MEDICAL ACTION INDS INC COM 1,122 1,122 New 81,265
AVAGO TECHNOLOGIES LTD SHS 948 948 New 13,447
FRESH DEL MONTE PRODUCE INC ORD 884 884 New 30,001
GILEAD SCIENCES INC COM 763 763 New 8,338
CONSTELLATION BRANDS INC CL A 741 741 New 8,615
NATIONAL WESTN LIFE INS CO CL A 740 740 New 2,977
EMPLOYERS HOLDINGS INC COM 607 607 New 30,270
MOSAIC CO NEW COM 592 592 New 12,482
ISHARES TR CORE S&P500 ETF 545 545 New 2,740
MYRIAD GENETICS INC COM 543 543 New 15,035
UBS AG LONDON BRH ETRACS MTH2XRE 504 504 New 22,600
UNITEDHEALTH GROUP INC COM 401 401 New 4,676
ARROW ELECTRS INC COM 383 383 New 6,288
GENWORTH FINL INC COM CL A 377 377 New 23,102
AVNET INC COM 346 346 New 7,854
SPDR SERIES TRUST NUVN BR SHT MUNI 335 335 New 13,753
NAVIGATORS GROUP INC COM 317 317 New 5,034
ROCK-TENN CO CL A 311 311 New 3,018
ISHARES NAT AMT FREE BD 241 241 New 2,206