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) 241

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

Sector Weighting

Basic Materials 2.91%
Capital Goods 4.77%
Conglomerates
Consumer Cyclical 2.14%
Consumer/Non-Cyclical 4.61%
Energy 8.35%
Financial 31.66%
Healthcare 20.63%
Services 6.91%
Technology 13%
Transportation 0.55%
Utilities 2.61%

24 New Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
AMDOCS LTD SHS 239 239 New 5,000
ARROW ELECTRS INC COM 383 383 New 6,288
AUXILIUM PHARMACEUTICALS INC COM 154 154 New 8,000
AVAGO TECHNOLOGIES LTD SHS 975 975 New 13,447
AVNET INC COM 347 347 New 7,854
CONSTELLATION BRANDS INC CL A 752 752 New 8,615
DIREXION SHS ETF TR DLY SMCAP BULL3X 2,206 2,206 New 30,000
EMPLOYERS HOLDINGS INC COM 620 620 New 30,270
FRESH DEL MONTE PRODUCE INC ORD 901 901 New 30,001
GENWORTH FINL INC COM CL A 381 381 New 23,102
GILEAD SCIENCES INC COM 755 755 New 8,338
ISHARES NAT AMT FREE BD 240 240 New 2,206
ISHARES TR CORE S&P500 ETF 548 548 New 2,740
MEDICAL ACTION INDS INC COM 1,121 1,121 New 81,265
MOSAIC CO NEW COM 591 591 New 12,482
MYRIAD GENETICS INC COM 562 562 New 15,035
NATIONAL WESTN LIFE INS CO CL A 747 747 New 2,977
NAVIGATORS GROUP INC COM 321 321 New 5,034
ROCK-TENN CO CL A 311 311 New 3,018
SPDR SERIES TRUST NUVN BR SHT MUNI 335 335 New 13,753