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 3.93%
Capital Goods 6.22%
Conglomerates
Consumer Cyclical 1.46%
Consumer/Non-Cyclical 7.41%
Energy 7.57%
Financial 27.4%
Healthcare 11.72%
Services 14.44%
Technology 10.31%
Transportation 2.94%
Utilities 6.6%

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 -267 Sold Out 0
UNITED PARCEL SERVICE INC CL B -193 Sold Out 0
PPG INDS INC COM 456 -210 (31.49) 2,032
MARKET VECTORS ETF TR OIL SVCS ETF 363 -140 (27.86) 9,310
INTEL CORP COM 1,531 -507 (24.89) 45,819
MASTEC INC COM 490 -139 (22.13) 27,121
WESTERN UN CO COM 216 -57 (21.01) 10,150
BOEING CO COM 957 -219 (18.63) 6,615
TEREX CORP NEW COM 332 -62 (15.73) 11,895
ECOLAB INC COM 819 -150 (15.5) 7,189
ISHARES TR SELECT DIVID ETF 599 -102 (14.5) 7,605
BRISTOL MYERS SQUIBB CO COM 894 -145 (13.94) 13,821
WABTEC CORP COM 3,895 -625 (13.83) 39,016
TEVA PHARMACEUTICAL INDS LTD ADR 323 -41 (11.22) 5,189
BIOGEN INC COM 3,368 -425 (11.21) 8,720
TYSON FOODS INC CL A 830 -101 (10.87) 20,500
CATERPILLAR INC DEL COM 1,268 -152 (10.68) 14,509
UNITEDHEALTH GROUP INC COM 1,478 -176 (10.64) 13,055
FIDELITY NATL INFORMATION SVCS COM 854 -101 (10.59) 13,536
CUMMINS INC COM 212 -24 (10.16) 1,504