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PRIVATE WEALTH PARTNERS, LLC Information

80 EAST SIR FRANCIS DRAKE BOULEVARD, LARKSPUR, California, 94939, (415) 461-3850

Report Date: 03/31/2013

Position Statistics:

Total Positions 186
New Positions 26
Increased Positions 62
Decreased Positions 79
Positions with Activity 141
Sold Out Positions 15
Total Mkt Value
(in $ millions)		 416

Sector Weighting

Basic Materials 3.42%
Capital Goods 5.1%
Conglomerates 0.41%
Consumer Cyclical 0.37%
Consumer/Non-Cyclical 2.64%
Energy 17.06%
Financial 19.68%
Healthcare 11.12%
Services 16.85%
Technology 15.14%
Transportation 0.79%
Utilities 7.35%

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

15 Sold Out Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
AMERIGAS PARTNERS L P UNIT L P INT -567 Sold Out 0
ARLINGTON ASSET INVT CORP CL A NEW -348 Sold Out 0
BOARDWALK PIPELINE PARTNERS LP UT LTD PARTNER -449 Sold Out 0
COACH INC COM -1,380 Sold Out 0
CREXUS INVT CORP COM -4,831 Sold Out 0
CUSHING RENAISSANCE FD COM -292 Sold Out 0
ENBRIDGE ENERGY PARTNERS L P COM -311 Sold Out 0
FREEPORT-MCMORAN COPPER & GOLD COM -245 Sold Out 0
HEINZ H J CO COM -301 Sold Out 0
MARTIN MIDSTREAM PRTNRS L P UNIT L P INT -678 Sold Out 0
PROSPECT CAPITAL CORPORATION COM -219 Sold Out 0
TIM PARTICIPACOES S A SPONSORED ADR -710 Sold Out 0
TORTOISE ENERGY INDEPENDENC FD COM -511 Sold Out 0
TRIANGLE PETE CORP COM NEW -53 Sold Out 0
WALTER ENERGY INC COM -129 Sold Out 0