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) 136

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

Sector Weighting

Basic Materials 3.96%
Capital Goods 7.46%
Conglomerates
Consumer Cyclical 0.91%
Consumer/Non-Cyclical 7.82%
Energy 8.08%
Financial 25.46%
Healthcare 11.4%
Services 14.47%
Technology 9.41%
Transportation 3.65%
Utilities 7.38%

132 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES TR SELECT DIVID ETF 833 -358 (30.08) 10,365
ROYAL BK CDA MONTREAL QUE COM 756 -22 (2.88) 10,937
3M CO COM 722 New 4,324
MASTEC INC COM 710 -4 (0.61) 32,365
NETAPP INC COM 705 -3 (0.45) 16,475
PPG INDS INC COM 686 New 2,966
GLAXOSMITHKLINE PLC SPONSORED ADR 675 -41 (5.79) 15,744
INTERNATIONAL BUSINESS MACHS COM 655 New 4,049
BANK AMER CORP COM 652 -3 (0.42) 36,259
BB&T CORP COM 642 -6 (0.97) 16,405
CITIGROUP INC COM NEW 628 New 11,523
ISHARES U.S. MED DVC ETF 624 New 5,445
YUM BRANDS INC COM 576 40 7.39 7,919
SHERWIN WILLIAMS CO COM 567 -6 (0.97) 2,142
ALTRIA GROUP INC COM 558 New 11,078
PFIZER INC COM 533 -8 (1.44) 16,977
ADOBE SYS INC COM 532 New 7,120
TEREX CORP NEW COM 525 New 18,780
BROADCOM CORP CL A 519 New 11,975
MICROSOFT CORP COM 505 New 10,497


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