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 2.92%
Capital Goods 4.76%
Conglomerates
Consumer Cyclical 2.13%
Consumer/Non-Cyclical 4.59%
Energy 8.35%
Financial 31.6%
Healthcare 20.62%
Services 6.9%
Technology 13.11%
Transportation 0.55%
Utilities 2.6%

24 New Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
ISHARES NAT AMT FREE BD 241 241 New 2,206
ISHARES TR CORE S&P500 ETF 545 545 New 2,740
NATIONAL WESTN LIFE INS CO CL A 738 738 New 2,977
ROCK-TENN CO CL A 310 310 New 3,018
UNITEDHEALTH GROUP INC COM 396 396 New 4,676
AMDOCS LTD SHS 239 239 New 5,000
NAVIGATORS GROUP INC COM 317 317 New 5,034
ARROW ELECTRS INC COM 378 378 New 6,288
AVNET INC COM 344 344 New 7,854
AUXILIUM PHARMACEUTICALS INC COM 151 151 New 8,000
GILEAD SCIENCES INC COM 749 749 New 8,338
CONSTELLATION BRANDS INC CL A 746 746 New 8,615
WELLS FARGO ADV GLB DIV OPP FD COM 96 96 New 11,213
MOSAIC CO NEW COM 588 588 New 12,482
AVAGO TECHNOLOGIES LTD SHS 940 940 New 13,447
SPDR SERIES TRUST NUVN BR SHT MUNI 335 335 New 13,753
MYRIAD GENETICS INC COM 557 557 New 15,035
VOYA GLBL EQTY DIV & PREM OPP COM 156 156 New 16,000
UBS AG LONDON BRH ETRACS MTH2XRE 500 500 New 22,600
GENWORTH FINL INC COM CL A 378 378 New 23,102


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