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 9
Total Mkt Value (in $ millions) 130

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

Sector Weighting

Basic Materials 4.11%
Capital Goods 7.58%
Conglomerates
Consumer Cyclical 0.93%
Consumer/Non-Cyclical 8.05%
Energy 8.8%
Financial 25.14%
Healthcare 11.56%
Services 13.77%
Technology 9.1%
Transportation 3.48%
Utilities 7.5%

132 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
EXPEDITORS INTL WASH INC COM -192 Sold Out 0
ISHARES TR RUSSELL 2000 ETF -202 Sold Out 0
MASCO CORP COM -390 Sold Out 0
NIKE INC CL B -516 Sold Out 0
OCCIDENTAL PETE CORP DEL COM -179 Sold Out 0
PETSMART INC COM -501 Sold Out 0
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN -242 Sold Out 0
SOUTHERN CO COM -214 Sold Out 0
SPECTRA ENERGY CORP COM -190 Sold Out 0
ISHARES TR SELECT DIVID ETF 787 -339 (30.08) 10,365
FIRST CTZNS BANCSHARES INC N C CL A 280 -76 (21.42) 1,192
CHICAGO BRIDGE & IRON CO N V COM 263 -45 (14.5) 4,895
KINDER MORGAN ENERGY PARTNERS UT LTD PARTNER 3,297 -535 (13.97) 34,576
TEVA PHARMACEUTICAL INDS LTD ADR 350 -40 (10.31) 6,525
UNITEDHEALTH GROUP INC COM 1,378 -108 (7.26) 15,034
WABTEC CORP COM 4,057 -318 (7.26) 51,161
COVIDIEN PLC SHS 1,138 -73 (6) 12,699
GLAXOSMITHKLINE PLC SPONSORED ADR 721 -44 (5.79) 15,744
WESTERN UN CO COM 904 -43 (4.57) 54,870
BIOGEN IDEC INC COM 2,981 -127 (4.08) 9,268


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