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) 250

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

Sector Weighting

Basic Materials 2.84%
Capital Goods 4.63%
Conglomerates
Consumer Cyclical 2.03%
Consumer/Non-Cyclical 4.49%
Energy 7.85%
Financial 30.53%
Healthcare 23.72%
Services 6.68%
Technology 12.39%
Transportation 0.55%
Utilities 2.49%

24 New Positions as of 03/31/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
CONSTELLATION BRANDS INC CL A 778 778 New 8,615
NATIONAL WESTN LIFE INS CO CL A 754 754 New 2,977
ROCK-TENN CO CL A 302 302 New 3,018
ARROW ELECTRS INC COM 385 385 New 6,288
AUXILIUM PHARMACEUTICALS INC COM 155 155 New 8,000
AVNET INC COM 350 350 New 7,854
EMPLOYERS HOLDINGS INC COM 658 658 New 30,270
GILEAD SCIENCES INC COM 726 726 New 8,338
MEDICAL ACTION INDS INC COM 1,117 1,117 New 81,265
MOSAIC CO NEW COM 602 602 New 12,482
MYRIAD GENETICS INC COM 557 557 New 15,035
NAVIGATORS GROUP INC COM 332 332 New 5,034
UNITEDHEALTH GROUP INC COM 383 383 New 4,676
VOYA GLBL EQTY DIV & PREM OPP COM 153 153 New 16,000
WELLS FARGO ADV GLB DIV OPP FD COM 95 95 New 11,213
GENWORTH FINL INC COM CL A 395 395 New 23,102
ISHARES CORE S&P500 ETF 541 541 New 2,740
DIREXION SHS ETF TR DLY SMCAP BULL3X 2,314 2,314 New 30,000
UBS AG LONDON BRH ETRACS MTH2XRE 516 516 New 22,600
ISHARES NAT AMT FREE BD 238 238 New 2,206