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) 129

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

Sector Weighting

Basic Materials 3.88%
Capital Goods 7.47%
Conglomerates
Consumer Cyclical 0.91%
Consumer/Non-Cyclical 7.97%
Energy 7.79%
Financial 25.6%
Healthcare 11.77%
Services 14.55%
Technology 9.26%
Transportation 3.66%
Utilities 7.15%

132 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CHICAGO BRIDGE & IRON CO N V COM 185 -31 (14.5) 4,895
KINDER MORGAN INC DEL WT EXP 052517 77 -2 (2.91) 27,812
CALIFORNIA RES CORP COM -5 Sold Out 0
EXPEDITORS INTL WASH INC COM -208 Sold Out 0
ISHARES TR RUSSELL 2000 ETF -206 Sold Out 0
MASCO CORP COM -402 Sold Out 0
NIKE INC CL B -529 Sold Out 0
OCCIDENTAL PETE CORP DEL COM -149 Sold Out 0
PETSMART INC COM -585 Sold Out 0
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN -202 Sold Out 0
SOUTHERN CO COM -216 Sold Out 0
SPECTRA ENERGY CORP COM -163 Sold Out 0


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