AVIANCE CAPITAL PARTNERS, LLC
2180 IMMOKALEE ROAD, #301, NAPLES, Florida, 34110, (239) 598-4747
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 215 |
| New Positions | 39 |
| Increased Positions | 142 |
| Decreased Positions | 57 |
| Positions with Activity | 199 |
| Sold Out Positions | 24 |
| Total Mkt Value (in $ millions) |
185 |
Sector Weighting
| Basic Materials | 1.77% |
| Capital Goods | 5.75% |
| Conglomerates | |
| Consumer Cyclical | 0.72% |
| Consumer/Non-Cyclical | 4.9% |
| Energy | 13.31% |
| Financial | 27.58% |
| Healthcare | 19.03% |
| Services | 9.83% |
| Technology | 12.75% |
| Transportation | 1.2% |
| Utilities | 2.95% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
215 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| AFFILIATED MANAGERS GROUP | SR NT 42 | -266 | Sold Out | 0 | |
| APOLLO INVT CORP | SR NT 42 | -253 | Sold Out | 0 | |
| BECTON DICKINSON & CO | COM | -575 | Sold Out | 0 | |
| COACH INC | COM | -676 | Sold Out | 0 | |
| CORNING INC | COM | -483 | Sold Out | 0 | |
| CSS INDS INC | COM | -286 | Sold Out | 0 | |
| EVERBANK FINL CORP | DEP1/1000 PF A | -258 | Sold Out | 0 | |
| GOLDMAN SACHS GROUP INC | NT 6.5%61 | -235 | Sold Out | 0 | |
| GOLDMAN SACHS GROUP INC | DEPSHS1/1000PF | -518 | Sold Out | 0 | |
| LINEAR TECHNOLOGY CORP | COM | -626 | Sold Out | 0 | |
| NEXTERA ENERGY CAP HLDGS INC | SUB DEB 72 | -252 | Sold Out | 0 | |
| NYSE EURONEXT | COM | -793 | Sold Out | 0 | |
| OCCIDENTAL PETE CORP DEL | COM | -302 | Sold Out | 0 | |
| PEBBLEBROOK HOTEL TR | PFD SER B | -374 | Sold Out | 0 | |
| PENGROWTH ENERGY CORP | COM | -82 | Sold Out | 0 | |
| PITNEY BOWES INC | NT 22 | -247 | Sold Out | 0 | |
| PRUDENTIAL FINL INC | JR SUB NT 52 | -261 | Sold Out | 0 | |
| SAN JUAN BASIN RTY TR | UNIT BEN INT | -188 | Sold Out | 0 | |
| SANDISK CORP | COM | -1,027 | Sold Out | 0 | |
| SL GREEN RLTY CORP | PFD SER I | -261 | Sold Out | 0 |
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