TRIANGLE SECURITIES WEALTH MANAGEMENT Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 142
New Positions 7
Increased Positions 59
Decreased Positions 56
Positions with Activity 115
Sold Out Positions 2
Total Mkt Value (in $ millions) 147

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

Sector Weighting

Basic Materials 3.77%
Capital Goods 6.22%
Conglomerates
Consumer Cyclical 1.5%
Consumer/Non-Cyclical 7.46%
Energy 7.2%
Financial 27.81%
Healthcare 11.83%
Services 14.5%
Technology 10.39%
Transportation 2.91%
Utilities 6.41%

142 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
EXPEDITORS INTL WASH INC COM -266 Sold Out 0
UNITED PARCEL SERVICE INC CL B -190 Sold Out 0
PPG INDS INC COM 465 -214 (31.49) 2,032
MARKET VECTORS ETF TR OIL SVCS ETF 340 -131 (27.86) 9,310
INTEL CORP COM 1,553 -515 (24.89) 45,819
MASTEC INC COM 484 -138 (22.13) 27,121
WESTERN UN CO COM 223 -59 (21.01) 10,150
BOEING CO COM 934 -214 (18.63) 6,615
TEREX CORP NEW COM 297 -55 (15.73) 11,895
ECOLAB INC COM 827 -152 (15.5) 7,189
ISHARES TR SELECT DIVID ETF 596 -101 (14.5) 7,605
BRISTOL MYERS SQUIBB CO COM 919 -149 (13.94) 13,821
WABTEC CORP COM 3,896 -625 (13.83) 39,016
TEVA PHARMACEUTICAL INDS LTD ADR 313 -40 (11.22) 5,189
BIOGEN INC COM 3,430 -433 (11.21) 8,720
TYSON FOODS INC CL A 866 -106 (10.87) 20,500
CATERPILLAR INC DEL COM 1,241 -148 (10.68) 14,509
UNITEDHEALTH GROUP INC COM 1,565 -186 (10.64) 13,055
FIDELITY NATL INFORMATION SVCS COM 848 -100 (10.59) 13,536
CUMMINS INC COM 203 -23 (10.16) 1,504