Summit Equities Inc Historic Quarter Change: USA Stocks, Added

Summit Equities Inc historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 10 quarters from 2014-03-31 to 2016-09-30, Summit Equities Inc opened 7 positions, added to 12, reduced 7 and sold out of 7.

Q2 2016: Stock EPD; Country of operation United States; Class COM; Shares before 42,419.
Q2 2016: Stock MPLX; Country of operation United States; Class COM; Shares before 29,215.
Q1 2016: Stock MPLX; Country of operation United States; Class COM; Shares before 19,221.
Q2 2015: Stock EPD; Country of operation United States; Class COM; Shares before 48,357.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1608062), 10 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-04); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-06); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-17); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-16); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-14); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-15); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-17); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-13); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2014-03-31.

Quarter	Stock	Country of operation	Class	Shares before	Shares after	Share change	Value before	Value after	Value change	Filed
Q2 2016	EPD ENTERPRISE PRODS PARTNERS L COM	United States	COM	42,419	42,422	+3	$1,029,000	$1,241,000	+$212,000	2016-08-04
Q2 2016	MPLX MPLX LP	United States	COM	29,215	29,508	+293	$854,000	$992,000	+$138,000	2016-08-04
Q1 2016	MPLX MPLX LP	United States	COM	19,221	29,215	+9,994	$756,000	$854,000	+$98,000	2016-05-06
Q2 2015	EPD ENTERPRISE PRODS PARTNERS L COM	United States	COM	48,357	50,274	+1,917	$1,592,000	$1,502,000	-$90,000	2015-08-14
Q1 2015	PAA PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN	United States	COM	27,093	33,652	+6,559	$1,372,000	$1,641,000	+$269,000	2015-05-15
Q1 2015	EPD ENTERPRISE PRODS PARTNERS L COM	United States	COM	43,744	48,357	+4,613	$1,563,000	$1,592,000	+$29,000	2015-05-15
Q4 2014	PAA PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN	United States	COM	25,884	27,093	+1,209	$1,523,000	$1,372,000	-$151,000	2015-02-17
Q4 2014	EPD ENTERPRISE PRODS PARTNERS L COM	United States	COM	42,147	43,744	+1,597	$1,698,000	$1,563,000	-$135,000	2015-02-17
Q3 2014	EPD ENTERPRISE PRODS PARTNERS L COM	United States	COM	20,278	42,147	+21,869	$1,587,000	$1,698,000	+$111,000	2014-11-13
Q3 2014	PAA PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN	United States	COM	24,462	25,884	+1,422	$1,468,000	$1,523,000	+$55,000	2014-11-13
Q2 2014	EPD ENTERPRISE PRODS PARTNERS L COM	United States	COM	18,882	20,278	+1,396	$1,310,000	$1,587,000	+$277,000	2014-08-14
Q2 2014	PAA PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN	United States	COM	22,516	24,462	+1,946	$1,241,000	$1,468,000	+$227,000	2014-08-14

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