TRIANGLE SECURITIES WEALTH MANAGEMENT Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 144
New Positions 1
Increased Positions 37
Decreased Positions 69
Positions with Activity 106
Sold Out Positions 8
Total Mkt Value (in $ millions) 134

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

Sector Weighting

Basic Materials 3.04%
Capital Goods 5.96%
Conglomerates
Consumer Cyclical 1.88%
Consumer/Non-Cyclical 7.79%
Energy 6.48%
Financial 27.76%
Healthcare 11.28%
Services 15.27%
Technology 10.72%
Transportation 2.75%
Utilities 6.18%

8 Sold Out Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CANADIAN PAC RY LTD COM -169 Sold Out 0
CUMMINS INC COM -184 Sold Out 0
INTUITIVE SURGICAL INC COM NEW -211 Sold Out 0
ISHARES TR SP SMCP600VL ETF -784 Sold Out 0
ISHARES TR S&P MC 400GR ETF -319 Sold Out 0
ISHARES TR CORE S&P SCP ETF -243 Sold Out 0
UNION PAC CORP COM -161 Sold Out 0
VALSPAR CORP COM -177 Sold Out 0


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