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) 129

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

Sector Weighting

Basic Materials 3.88%
Capital Goods 7.47%
Conglomerates
Consumer Cyclical 0.91%
Consumer/Non-Cyclical 7.97%
Energy 7.79%
Financial 25.6%
Healthcare 11.77%
Services 14.55%
Technology 9.26%
Transportation 3.66%
Utilities 7.15%

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 -208 Sold Out 0
ISHARES TR RUSSELL 2000 ETF -206 Sold Out 0
MASCO CORP COM -402 Sold Out 0
NIKE INC CL B -529 Sold Out 0
OCCIDENTAL PETE CORP DEL COM -149 Sold Out 0
PETSMART INC COM -585 Sold Out 0
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN -202 Sold Out 0
SOUTHERN CO COM -216 Sold Out 0
SPECTRA ENERGY CORP COM -163 Sold Out 0
GOOGLE INC CL A 313 New 629
GOOGLE INC CL C 349 349 New 704
FIRST CTZNS BANCSHARES INC N C CL A 299 -82 (21.42) 1,192
CANADIAN PAC RY LTD COM 218 New 1,196
LOCKHEED MARTIN CORP COM 226 226 New 1,220
VANGUARD WORLD FDS HEALTH CAR ETF 225 New 1,819
UNION PAC CORP COM 207 207 New 1,848
MICROSTRATEGY INC CL A NEW 298 New 1,937
ISHARES TR S&P MC 400GR ETF 300 New 1,950
ISHARES TR CORE S&P SCP ETF 214 New 1,980


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