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) 137

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

Sector Weighting

Basic Materials 3.98%
Capital Goods 7.45%
Conglomerates
Consumer Cyclical 0.92%
Consumer/Non-Cyclical 7.8%
Energy 8.04%
Financial 25.41%
Healthcare 11.43%
Services 14.47%
Technology 9.41%
Transportation 3.65%
Utilities 7.44%

132 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
CALIFORNIA RES CORP COM -5 Sold Out 0
EXPEDITORS INTL WASH INC COM -210 Sold Out 0
ISHARES TR RUSSELL 2000 ETF -219 Sold Out 0
MASCO CORP COM -428 Sold Out 0
NIKE INC CL B -550 Sold Out 0
OCCIDENTAL PETE CORP DEL COM -164 Sold Out 0
PETSMART INC COM -586 Sold Out 0
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN -222 Sold Out 0
SOUTHERN CO COM -228 Sold Out 0
SPECTRA ENERGY CORP COM -180 Sold Out 0
ISHARES TR SELECT DIVID ETF 838 -361 (30.08) 10,365
FIRST CTZNS BANCSHARES INC N C CL A 304 -83 (21.42) 1,192
CHICAGO BRIDGE & IRON CO N V COM 208 -35 (14.5) 4,895
KINDER MORGAN INC DEL COM 4,348 -542 (11.09) 101,823
TEVA PHARMACEUTICAL INDS LTD ADR 373 -43 (10.31) 6,525
UNITEDHEALTH GROUP INC COM 1,542 -121 (7.26) 15,034
WABTEC CORP COM 4,543 -356 (7.26) 51,161
COVIDIEN PLC SHS 1,311 -84 (6) 12,699
GLAXOSMITHKLINE PLC SPONSORED ADR 679 -42 (5.79) 15,744
WESTERN UN CO COM 993 -47 (4.57) 54,870


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