TRIANGLE SECURITIES WEALTH MANAGEMENT Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 130
New Positions 6
Increased Positions 73
Decreased Positions 52
Positions with Activity 125
Sold Out Positions 15
Total Mkt Value (in $ millions) 127

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

Sector Weighting

Basic Materials 4.69%
Capital Goods 8.83%
Conglomerates
Consumer Cyclical 1.35%
Consumer/Non-Cyclical 8.01%
Energy 8.48%
Financial 27.17%
Healthcare 10.26%
Services 14.95%
Technology 7.28%
Transportation 1.66%
Utilities 7.31%

52 DECREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
KINDER MORGAN ENERGY PARTNERS UT LTD PARTNER 2,934 -184 (5.91) 37,688
CATERPILLAR INC DEL COM 2,302 -243 (9.55) 22,458
PHILIP MORRIS INTL INC COM 2,233 -83 (3.6) 26,466
WABTEC CORP COM 2,107 -1,849 (46.73) 29,753
CHEVRON CORP NEW COM 1,589 -276 (14.79) 13,209
GENERAL ELECTRIC CO COM 1,416 -48 (3.3) 54,849
SCHLUMBERGER LTD COM 1,293 -119 (8.44) 12,911
AMERICAN TOWER CORP NEW COM 1,260 -130 (9.32) 15,426
ANADARKO PETE CORP COM 1,247 -11 (0.89) 12,730
BAXTER INTL INC COM 888 -55 (5.8) 12,100
COVIDIEN PLC SHS 878 -31 (3.46) 12,564
MORGAN STANLEY COM NEW 839 -23 (2.64) 28,392
DEVON ENERGY CORP NEW COM 817 -35 (4.16) 11,898
E M C CORP MASS COM 791 -178 (18.36) 29,365
APPLE INC COM 732 -197 (21.24) 1,413
AT&T INC COM 727 -225 (23.63) 20,372
INTERNATIONAL BUSINESS MACHS COM 689 -138 (16.64) 3,497
GLAXOSMITHKLINE PLC SPONSORED ADR 688 -27 (3.8) 13,158
BRISTOL MYERS SQUIBB CO COM 646 -134 (17.16) 13,414
QUALCOMM INC COM 634 -239 (27.36) 7,980


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