TRIANGLE SECURITIES WEALTH MANAGEMENT Information

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

Report Date: 03/31/2016

Position Statistics

Total Positions 147
New Positions 29
Increased Positions 60
Decreased Positions 68
Positions with Activity 128
Sold Out Positions 10
Total Mkt Value (in $ millions) 157

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

Sector Weighting

Basic Materials 3.03%
Capital Goods 5.2%
Conglomerates
Consumer Cyclical 1.22%
Consumer/Non-Cyclical 8.39%
Energy 6.13%
Financial 34.21%
Healthcare 10.54%
Services 13.54%
Technology 9.92%
Transportation 2.86%
Utilities 4.81%

147 Positions as of 03/31/2016

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
DISCOVERY COMMUNICATNS NEW COM SER A -397 Sold Out 0
FIDELITY NATL INFORMATION SVCS COM -848 Sold Out 0
ISHARES TR CORE S&P MCP ETF -14,497 Sold Out 0
KINDER MORGAN INC DEL COM -428 Sold Out 0
LILLY ELI & CO COM -299 Sold Out 0
MASTERCARD INC CL A -223 Sold Out 0
SPDR SERIES TRUST DJ REIT ETF -5,433 Sold Out 0


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