TRIANGLE SECURITIES WEALTH MANAGEMENT Information

1301 ANNAPOLIS DRIVE, RALEIGH, North Carolina, 27608, (919) 838-3224

Report Date: 03/31/2015

Position Statistics

Total Positions 142
New Positions 7
Increased Positions 59
Decreased Positions 56
Positions with Activity 115
Sold Out Positions 2
Total Mkt Value (in $ millions) 148

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

Sector Weighting

Basic Materials 3.91%
Capital Goods 6.23%
Conglomerates
Consumer Cyclical 1.46%
Consumer/Non-Cyclical 7.4%
Energy 7.55%
Financial 27.46%
Healthcare 11.73%
Services 14.44%
Technology 10.29%
Transportation 2.96%
Utilities 6.57%

56 DECREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CVS HEALTH CORP COM 4,101 -291 (6.63) 40,943
KINDER MORGAN INC DEL COM 4,006 -398 (9.03) 93,526
WABTEC CORP COM 3,950 -634 (13.83) 39,016
BIOGEN INC COM 3,368 -425 (11.21) 8,720
LOWES COS INC COM 3,164 -145 (4.39) 44,407
UNITED TECHNOLOGIES CORP COM 2,549 -35 (1.36) 21,890
ORACLE CORP COM 2,487 -34 (1.36) 55,777
DISNEY WALT CO COM DISNEY 2,482 -117 (4.49) 22,351
DU PONT E I DE NEMOURS & CO COM 2,242 -150 (6.26) 30,282
TARGET CORP COM 1,787 -116 (6.1) 22,289
APPLE INC COM 1,624 -162 (9.09) 12,617
INTEL CORP COM 1,532 -508 (24.89) 45,819
UNITEDHEALTH GROUP INC COM 1,496 -178 (10.64) 13,055
NEXTERA ENERGY INC COM 1,494 -51 (3.27) 14,537
GOLDMAN SACHS GROUP INC COM 1,488 -16 (1.09) 7,464
AMERICAN TOWER CORP NEW COM 1,476 -40 (2.65) 15,600
GENERAL DYNAMICS CORP COM 1,409 -42 (2.91) 10,020
CULLEN FROST BANKERS INC COM 1,304 -71 (5.19) 17,615
CATERPILLAR INC DEL COM 1,267 -151 (10.68) 14,509
DOMINION RES INC VA NEW COM 1,262 -38 (2.95) 17,587


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