AVIANCE CAPITAL PARTNERS, LLC Information

2180 IMMOKALEE ROAD, #301, NAPLES, Florida, 34110, (239) 598-4747

Report Date: 12/31/2013

Position Statistics

Total Positions 234
New Positions 25
Increased Positions 106
Decreased Positions 100
Positions with Activity 206
Sold Out Positions 22
Total Mkt Value (in $ millions) 243

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

Sector Weighting

Basic Materials 2.33%
Capital Goods 4.32%
Conglomerates
Consumer Cyclical 1.87%
Consumer/Non-Cyclical 6.58%
Energy 9.19%
Financial 28.66%
Healthcare 23.31%
Services 7.99%
Technology 11.29%
Transportation 0.52%
Utilities 2.48%

25 New Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
VISUALANT INC COM 5 5 New 60,000
HEXAGON COMPOSITES ASA SHS 54 54 New 10,000
MONSANTO CO NEW COM 209 209 New 1,888
CONSOLIDATED EDISON INC COM 210 210 New 3,672
ST JUDE MED INC COM 224 224 New 3,550
ABBOTT LABS COM 226 226 New 5,959
MUELLER INDS INC COM 233 233 New 8,000
OCCIDENTAL PETE CORP DEL COM 255 255 New 2,685
ITT CORP NEW COM NEW 279 279 New 6,550
SUN HYDRAULICS CORP COM 288 288 New 7,087
LINNCO LLC COMSHS LTD INT 374 374 New 13,800
PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR 445 445 New 33,377
RUBY TUESDAY INC COM 449 449 New 65,908
AGRIUM INC COM 571 571 New 6,136
SYSTEMAX INC COM 626 626 New 42,730
AFFILIATED MANAGERS GROUP COM 641 641 New 3,525
ROYAL DUTCH SHELL PLC SPONS ADR A 655 655 New 8,746
EXELON CORP COM 692 692 New 19,225
PACIFIC COAST OIL TR UNIT BEN INT 707 707 New 55,000
PRECISION CASTPARTS CORP COM 728 728 New 2,950


Latest News Headlines

View All
Create your free portfolio