Triangle Securities Wealth Management

Q4 2013 13F-HR Holdings

Location
Raleigh, NC
Holdings as of
12/31/2013
Date filed
1/13/2014
Form type
13F-HR
Num holdings
122
Total value ($000)
$123,204
Net value change ($000)
—
New positions
121
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 4/14/2014 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XOM 5,878 —
WAB 4,148 —
VGT 3,483 —
KINDER MORGAN ENERGY PARTNER UT LTD PARTNER 3,231 —
JNJ 3,132 —
CVS 3,069 —
KIE 2,931 —
LOW 2,821 —
BIIB 2,673 —
VZ 2,625 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type