TRIANGLE SECURITIES WEALTH MANAGEMENT Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 130
New Positions 6
Increased Positions 73
Decreased Positions 52
Positions with Activity 125
Sold Out Positions 15
Total Mkt Value (in $ millions) 133

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

Sector Weighting

Basic Materials 4.8%
Capital Goods 8.45%
Conglomerates
Consumer Cyclical 1.29%
Consumer/Non-Cyclical 7.85%
Energy 8.61%
Financial 27.2%
Healthcare 10.56%
Services 14.78%
Technology 7.52%
Transportation 1.81%
Utilities 7.14%

130 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES CORE S&P SCP ETF -217 Sold Out 0
ISHARES CORE S&P500 ETF -841 Sold Out 0
LINCOLN NATL CORP IND COM -253 Sold Out 0
LOCKHEED MARTIN CORP COM -216 Sold Out 0
MASCO CORP COM -305 Sold Out 0
OCCIDENTAL PETE CORP DEL COM -211 Sold Out 0
ONE GAS INC COM -87 Sold Out 0
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN -235 Sold Out 0
SPECTRA ENERGY CORP COM -241 Sold Out 0
SYSCO CORP COM -215 Sold Out 0


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