TRIANGLE SECURITIES WEALTH MANAGEMENT Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 145
New Positions 7
Increased Positions 60
Decreased Positions 57
Positions with Activity 117
Sold Out Positions 2
Total Mkt Value (in $ millions) 144

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

Sector Weighting

Basic Materials 3.56%
Capital Goods 6.2%
Conglomerates
Consumer Cyclical 1.58%
Consumer/Non-Cyclical 7.54%
Energy 6.92%
Financial 28.3%
Healthcare 11.5%
Services 14.76%
Technology 10.01%
Transportation 2.79%
Utilities 6.07%

145 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
UNION PAC CORP COM 178 New 1,848
CHEMOURS CO COM 100 -7 (6.27) 6,056
KINDER MORGAN INC DEL WT EXP 052517 58 New 22,812
EXPEDITORS INTL WASH INC COM -266 Sold Out 0
UNITED PARCEL SERVICE INC CL B -185 Sold Out 0