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) 235

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

Sector Weighting

Basic Materials 2.96%
Capital Goods 4.74%
Conglomerates
Consumer Cyclical 2.14%
Consumer/Non-Cyclical 4.56%
Energy 8.29%
Financial 31.52%
Healthcare 20.85%
Services 6.92%
Technology 13.14%
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 94 94 New 11,213
VOYA GLBL EQTY DIV & PREM OPP COM 153 153 New 16,000
AUXILIUM PHARMACEUTICALS INC COM 160 160 New 8,000
AMDOCS LTD SHS 227 227 New 5,000
ISHARES NAT AMT FREE BD 240 240 New 2,206
ROCK-TENN CO CL A 300 300 New 3,018
GENWORTH FINL INC COM CL A 303 303 New 23,102
NAVIGATORS GROUP INC COM 306 306 New 5,034
AVNET INC COM 332 332 New 7,854
SPDR SERIES TRUST NUVN BR SHT MUNI 335 335 New 13,753
ARROW ELECTRS INC COM 364 364 New 6,288
UNITEDHEALTH GROUP INC COM 379 379 New 4,676
UBS AG LONDON BRH ETRACS MTH2XRE 482 482 New 22,600
ISHARES TR CORE S&P500 ETF 532 532 New 2,740
MYRIAD GENETICS INC COM 543 543 New 15,035
MOSAIC CO NEW COM 576 576 New 12,482
EMPLOYERS HOLDINGS INC COM 645 645 New 30,270
CONSTELLATION BRANDS INC CL A 717 717 New 8,615
NATIONAL WESTN LIFE INS CO CL A 717 717 New 2,977
GILEAD SCIENCES INC COM 763 763 New 8,338