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) 239

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

Sector Weighting

Basic Materials 2.95%
Capital Goods 4.73%
Conglomerates
Consumer Cyclical 2.14%
Consumer/Non-Cyclical 4.54%
Energy 8.31%
Financial 31.53%
Healthcare 20.74%
Services 6.94%
Technology 13.19%
Transportation 0.52%
Utilities 2.57%

24 New Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
WELLS FARGO ADV GLB DIV OPP FD COM 95 95 New 11,213
VOYA GLBL EQTY DIV & PREM OPP COM 156 156 New 16,000
AUXILIUM PHARMACEUTICALS INC COM 163 163 New 8,000
AMDOCS LTD SHS 233 233 New 5,000
ISHARES NAT AMT FREE BD 240 240 New 2,206
ROCK-TENN CO CL A 308 308 New 3,018
NAVIGATORS GROUP INC COM 308 308 New 5,034
GENWORTH FINL INC COM CL A 323 323 New 23,102
SPDR SERIES TRUST NUVN BR SHT MUNI 335 335 New 13,753
AVNET INC COM 341 341 New 7,854
ARROW ELECTRS INC COM 371 371 New 6,288
UNITEDHEALTH GROUP INC COM 388 388 New 4,676
UBS AG LONDON BRH ETRACS MTH2XRE 490 490 New 22,600
ISHARES TR CORE S&P500 ETF 543 543 New 2,740
MYRIAD GENETICS INC COM 552 552 New 15,035
EMPLOYERS HOLDINGS INC COM 579 579 New 30,270
MOSAIC CO NEW COM 589 589 New 12,482
CONSTELLATION BRANDS INC CL A 729 729 New 8,615
NATIONAL WESTN LIFE INS CO CL A 738 738 New 2,977
GILEAD SCIENCES INC COM 782 782 New 8,338