Summit Equities Inc historic quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2014-03-31 to 2016-09-30, Summit Equities Inc opened 11 positions, added to 75, reduced 7 and sold out of 9.
- Q3 2016: Stock IUSB; Country of operation —; Class ETF; Shares before 0.
- Q1 2016: Stock GREENHAVEN CONT CMDTY INDEX UNIT BEN INT; Country of operation —; Class ETF; Shares before 0.
- Q4 2015: Stock ACWX; Country of operation —; Class ETF; Shares before 0.
- Q4 2015: Stock ALERIAN MLP ETF; Country of operation —; Class ETF; Shares before 0.
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.
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