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) 134

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

Sector Weighting

Basic Materials 4.09%
Capital Goods 7.93%
Conglomerates
Consumer Cyclical 1.25%
Consumer/Non-Cyclical 7.71%
Energy 9.19%
Financial 24.42%
Healthcare 11.32%
Services 13.47%
Technology 8.91%
Transportation 3.79%
Utilities 7.92%

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 -1,006 Sold Out 0
GOLDCORP INC NEW COM -389 Sold Out 0
INTUITIVE SURGICAL INC COM NEW -196 Sold Out 0
ISHARES SILVER TRUST ISHARES -257 Sold Out 0
MANPOWERGROUP INC COM -1,162 Sold Out 0
SPDR GOLD TRUST GOLD SHS -335 Sold Out 0
TRIANGLE CAP CORP COM -691 Sold Out 0
VANGUARD SPECIALIZED PORTFOLIO DIV APP ETF -378 Sold Out 0