EVERGREEN CAPITAL MANAGEMENT LLC Information

10500 NE 8TH STREET, SUITE 950, BELLEVUE, Washington, 98004, (425) 467-4600

Report Date: 06/30/2014

Position Statistics

Total Positions 111
New Positions 10
Increased Positions 43
Decreased Positions 59
Positions with Activity 102
Sold Out Positions 10
Total Mkt Value (in $ millions) 513

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

Sector Weighting

Basic Materials 1.72%
Capital Goods 0.81%
Conglomerates
Consumer Cyclical 0.2%
Consumer/Non-Cyclical 1.35%
Energy 5.48%
Financial 54.37%
Healthcare 5.95%
Services 8.13%
Technology 11.86%
Transportation 3.72%
Utilities 5.06%

111 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
PACCAR INC COM 772 New 11,999
BUCKEYE PARTNERS L P UNIT LTD PARTN 360 360 New 4,631
NATIONAL GRID PLC SPON ADR NEW 338 -729 (68.34) 4,550
SPDR SERIES TRUST NUVN BRCLY MUNI 303 New 12,700
SUNOCO LOGISTICS PRTNRS L P COM UNITS 302 (0.02) 6,213
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 297 New 3,546
ENBRIDGE ENERGY MANAGEMENT LLC SHS UNITS LLI 296 5 1.81 8,332
BRISTOL MYERS SQUIBB CO COM 292 New 5,833
POWERSHARES ETF TR II BUILD AMER ETF 289 -7 (2.49) 9,785
JPMORGAN CHASE & CO ALERIAN ML ETN 284 New 5,305
BOEING CO COM 274 -26 (8.59) 2,150
MARKET VECTORS ETF TR EM LC CURR DBT 271 -14 (5.02) 11,365
AT&T INC COM 271 -14 (4.98) 7,836
POWERSHARES ETF TRUST II SENIOR LN PORT 260 -11,963 (97.88) 10,545
ABBVIE INC COM 251 -39 (13.3) 4,565
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 250 -118 (32.03) 4,244
JOHNSON CTLS INC COM 247 -10 (3.8) 5,065
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 242 242 New 4,220
ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN 232 New 4,050
MARKET VECTORS ETF TR GOLD MINER ETF 231 New 8,675