TRIANGLE SECURITIES WEALTH MANAGEMENT Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 134
New Positions 19
Increased Positions 62
Decreased Positions 69
Positions with Activity 131
Sold Out Positions 8
Total Mkt Value (in $ millions) 132

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

Sector Weighting

Basic Materials 4.17%
Capital Goods 7.84%
Conglomerates
Consumer Cyclical 1.33%
Consumer/Non-Cyclical 7.81%
Energy 8.77%
Financial 24.51%
Healthcare 11.45%
Services 13.63%
Technology 8.84%
Transportation 3.75%
Utilities 7.9%

8 Sold Out Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
COACH INC COM -978 Sold Out 0
GOLDCORP INC NEW COM -330 Sold Out 0
INTUITIVE SURGICAL INC COM NEW -191 Sold Out 0
ISHARES SILVER TRUST ISHARES -231 Sold Out 0
MANPOWERGROUP INC COM -1,056 Sold Out 0
SPDR GOLD TRUST GOLD SHS -318 Sold Out 0
TRIANGLE CAP CORP COM -660 Sold Out 0
VANGUARD SPECIALIZED PORTFOLIO DIV APP ETF -374 Sold Out 0


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