TRIANGLE SECURITIES WEALTH MANAGEMENT Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 132
New Positions 6
Increased Positions 21
Decreased Positions 57
Positions with Activity 78
Sold Out Positions 10
Total Mkt Value (in $ millions) 135

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 7.41%
Conglomerates
Consumer Cyclical 0.91%
Consumer/Non-Cyclical 7.84%
Energy 7.94%
Financial 25.49%
Healthcare 11.83%
Services 14.39%
Technology 9.39%
Transportation 3.66%
Utilities 7.22%

10 Sold Out Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CALIFORNIA RES CORP COM -5 Sold Out 0
EXPEDITORS INTL WASH INC COM -205 Sold Out 0
ISHARES TR RUSSELL 2000 ETF -215 Sold Out 0
MASCO CORP COM -424 Sold Out 0
NIKE INC CL B -551 Sold Out 0
OCCIDENTAL PETE CORP DEL COM -158 Sold Out 0
PETSMART INC COM -588 Sold Out 0
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN -220 Sold Out 0
SOUTHERN CO COM -222 Sold Out 0
SPECTRA ENERGY CORP COM -177 Sold Out 0


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