TRIANGLE SECURITIES WEALTH MANAGEMENT Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 144
New Positions 1
Increased Positions 37
Decreased Positions 69
Positions with Activity 106
Sold Out Positions 8
Total Mkt Value (in $ millions) 134

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

Sector Weighting

Basic Materials 3.03%
Capital Goods 5.95%
Conglomerates
Consumer Cyclical 1.88%
Consumer/Non-Cyclical 7.81%
Energy 6.37%
Financial 27.81%
Healthcare 11.32%
Services 15.34%
Technology 10.69%
Transportation 2.74%
Utilities 6.15%

144 Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
CANADIAN PAC RY LTD COM -167 Sold Out 0
CUMMINS INC COM -184 Sold Out 0
INTUITIVE SURGICAL INC COM NEW -211 Sold Out 0
ISHARES TR SP SMCP600VL ETF -777 Sold Out 0
ISHARES TR CORE S&P SCP ETF -242 Sold Out 0
ISHARES TR S&P MC 400GR ETF -319 Sold Out 0
UNION PAC CORP COM -159 Sold Out 0
VALSPAR CORP COM -179 Sold Out 0
KINDER MORGAN INC DEL WT EXP 052517 23 -6 (21.92) 17,812
TOPBUILD CORP COM 32 New 1,049
CHEMOURS CO COM 56 -2 (3.72) 5,831
WESTERN UN CO COM 189 New 10,150
SPECTRA ENERGY CORP COM 191 191 New 6,783
FREEPORT-MCMORAN INC CL B 205 -62 (23.2) 20,119
LINCOLN NATL CORP IND COM 211 -25 (10.66) 4,092
NEWBRIDGE BANCORP CL A NO PAR 217 New 26,150
KRAFT HEINZ CO COM 219 New 2,907
AMERICAN EXPRESS CO COM 221 New 2,876
SOUTHERN CO COM 223 New 5,072
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 223 New 5,911


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