TRIANGLE SECURITIES WEALTH MANAGEMENT Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 138
New Positions 17
Increased Positions 57
Decreased Positions 57
Positions with Activity 114
Sold Out Positions 3
Total Mkt Value (in $ millions) 141

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

Sector Weighting

Basic Materials 3.89%
Capital Goods 7.14%
Conglomerates
Consumer Cyclical 1.57%
Consumer/Non-Cyclical 7.38%
Energy 7.28%
Financial 25.36%
Healthcare 12.15%
Services 15.18%
Technology 9.33%
Transportation 3.71%
Utilities 7.02%

138 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
CHICAGO BRIDGE & IRON CO N V COM -242 Sold Out 0
ISHARES TR CORE S&P500 ETF -959 Sold Out 0
SPDR INDEX SHS FDS S&P EMKTSC ETF -196 Sold Out 0
WESTERN UN CO COM 262 -857 (76.58) 12,850
FREEPORT-MCMORAN INC CL B 556 -233 (29.54) 28,699
TEREX CORP NEW COM 380 -126 (24.84) 14,115
KINDER MORGAN INC DEL WT EXP 052517 93 -20 (17.98) 22,812
GLAXOSMITHKLINE PLC SPONSORED ADR 614 -130 (17.44) 12,998
SCHLUMBERGER LTD COM 1,457 -254 (14.84) 17,246
LOWES COS INC COM 3,474 -601 (14.75) 46,447
ISHARES TR SELECT DIVID ETF 696 -115 (14.18) 8,895
NEWBRIDGE BANCORP CL A NO PAR 235 -36 (13.27) 26,150
WABTEC CORP COM 4,365 -567 (11.5) 45,278
TEVA PHARMACEUTICAL INDS LTD ADR 365 -43 (10.42) 5,845
ALTRIA GROUP INC COM 506 -54 (9.66) 10,008
ONEOK INC NEW COM 401 -41 (9.23) 8,357
GILEAD SCIENCES INC COM 895 -86 (8.73) 8,890
GENERAL DYNAMICS CORP COM 1,419 -135 (8.67) 10,320
SELECT SECTOR SPDR TR TECHNOLOGY 279 -24 (8.01) 6,660
GOOGLE INC CL A 325 -28 (7.95) 579