TRIANGLE PEAK PARTNERS, LP Information

CARMEL PLAZA, SUITE 305, CARMEL, California, 93921, (831) 622-0428

Report Date: 03/31/2015

Position Statistics

Total Positions 36
New Positions 4
Increased Positions 8
Decreased Positions 27
Positions with Activity 35
Sold Out Positions 5
Total Mkt Value (in $ millions) 64

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

Sector Weighting

Basic Materials 3.6%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 1.12%
Energy
Financial 78.16%
Healthcare
Services
Technology
Transportation 16.75%
Utilities

36 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES TR MSCI EAFE ETF 11,403 -984 (7.94) 178,458
TEEKAY CORPORATION COM 10,740 New 250,000
ISHARES TR IBOXX INV CP ETF 5,721 2,250 64.81 49,738
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 5,385 -1,023 (15.96) 131,719
RYDEX ETF TRUST GUG S&P500 EQ WT 4,821 -339 (6.58) 60,039
SPDR INDEX SHS FDS EURO STOXX 50 3,315 730 28.23 88,034
SELECT SECTOR SPDR TR SBI INT-FINL 2,006 -253 (11.19) 81,037
ISHARES MSCI CDA ETF 2,000 -65 (3.13) 75,298
SELECT SECTOR SPDR TR TECHNOLOGY 1,980 -627 (24.06) 47,514
ISHARES TR MSCI UTD KNGDM 1,695 1,695 New 92,664
ISHARES TR CORE S&P MCP ETF 1,649 91 5.82 10,962
ISHARES MSCI JAPAN ETF 1,430 -1,444 (50.24) 110,843
SELECT SECTOR SPDR TR SBI HEALTHCARE 1,262 -92 (6.8) 16,787
SELECT SECTOR SPDR TR SBI CONS STPLS 936 -191 (16.92) 19,422
SELECT SECTOR SPDR TR SBI CONS DISCR 892 -323 (26.57) 11,535
JPMORGAN CHASE & CO ALERIAN ML ETN 851 -471 (35.63) 21,809
KAYNE ANDERSON MLP INVT CO COM 800 -412 (33.99) 27,152
RAYONIER INC COM 789 -14 (1.78) 30,343
SELECT SECTOR SPDR TR SBI INT-INDS 781 -229 (22.65) 14,380
PLUM CREEK TIMBER CO INC COM 781 -54 (6.5) 19,028


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