Summit Equities Inc historic quarter change: USA Other Stocks, Added
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 10 quarters from 2014-03-31 to 2016-09-30, Summit Equities Inc opened 7 positions, added to 37, reduced 28 and sold out of 9.
- Q2 2016: Stock WILLIAMS PARTNERS L P COM UNIT L P; Country of operation —; Class COM; Shares before 42,987.
- Q2 2016: Stock ENBRIDGE ENERGY PARTNERS L P COM; Country of operation —; Class COM; Shares before 49,918.
- Q2 2016: Stock SUNOCO LOGISTICS PRTNRS L P COM UNITS; Country of operation —; Class COM; Shares before 38,423.
- Q1 2016: Stock WILLIAMS PARTNERS L P COM UNIT L P; Country of operation —; Class COM; Shares before 21,909.
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 | WILLIAMS PARTNERS L P COM UNIT L P
CUSIP 96949L105 | | COM | 42,987 | 43,048 | +61 | $879,000 | $1,491,000 | +$612,000 | 2016-08-04 |
|---|
| Q2 2016 | ENBRIDGE ENERGY PARTNERS L P COM
CUSIP 29250R106 | | COM | 49,918 | 50,304 | +386 | $914,000 | $1,167,000 | +$253,000 | 2016-08-04 |
|---|
| Q2 2016 | SUNOCO LOGISTICS PRTNRS L P COM UNITS
CUSIP 86764L108 | | COM | 38,423 | 38,499 | +76 | $963,000 | $1,107,000 | +$144,000 | 2016-08-04 |
|---|
| Q1 2016 | WILLIAMS PARTNERS L P COM UNIT L P
CUSIP 96949L105 | | COM | 21,909 | 42,987 | +21,078 | $610,000 | $879,000 | +$269,000 | 2016-05-06 |
|---|
| Q1 2016 | ONEOK PARTNERS LP UNIT LTD PARTN
CUSIP 68268N103 | | COM | 30,336 | 37,748 | +7,412 | $914,000 | $1,160,000 | +$246,000 | 2016-05-06 |
|---|
| Q1 2016 | BUCKEYE PARTNERS L P UNIT LTD PARTN
CUSIP 118230101 | | COM | 14,736 | 17,362 | +2,626 | $972,000 | $1,180,000 | +$208,000 | 2016-05-06 |
|---|
| Q1 2016 | ENBRIDGE ENERGY PARTNERS L P COM
CUSIP 29250R106 | | COM | 34,171 | 49,918 | +15,747 | $788,000 | $914,000 | +$126,000 | 2016-05-06 |
|---|
| Q2 2015 | MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN
CUSIP 570759100 | | COM | 23,986 | 24,891 | +905 | $1,585,000 | $1,403,000 | -$182,000 | 2015-08-14 |
|---|
| Q2 2015 | ONEOK PARTNERS LP UNIT LTD PARTN
CUSIP 68268N103 | | COM | 37,053 | 41,852 | +4,799 | $1,513,000 | $1,422,000 | -$91,000 | 2015-08-14 |
|---|
| Q2 2015 | ENBRIDGE ENERGY PARTNERS L P COM
CUSIP 29250R106 | | COM | 45,962 | 47,257 | +1,295 | $1,655,000 | $1,575,000 | -$80,000 | 2015-08-14 |
|---|
| Q2 2015 | MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP
CUSIP 559080106 | | COM | 21,251 | 21,658 | +407 | $1,639,000 | $1,589,000 | -$50,000 | 2015-08-14 |
|---|
| Q2 2015 | BUCKEYE PARTNERS L P UNIT LTD PARTN
CUSIP 118230101 | | COM | 20,368 | 20,804 | +436 | $1,538,000 | $1,538,000 | $0 | 2015-08-14 |
|---|
| Q1 2015 | ONEOK PARTNERS LP UNIT LTD PARTN
CUSIP 68268N103 | | COM | 24,042 | 37,053 | +13,011 | $935,000 | $1,513,000 | +$578,000 | 2015-05-15 |
|---|
| Q1 2015 | MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN
CUSIP 570759100 | | COM | 21,283 | 23,986 | +2,703 | $1,409,000 | $1,585,000 | +$176,000 | 2015-05-15 |
|---|
| Q1 2015 | BUCKEYE PARTNERS L P UNIT LTD PARTN
CUSIP 118230101 | | COM | 18,642 | 20,368 | +1,726 | $1,410,000 | $1,538,000 | +$128,000 | 2015-05-15 |
|---|
| Q1 2015 | ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN
CUSIP 29273R109 | | COM | 26,825 | 28,895 | +2,070 | $1,716,000 | $1,611,000 | -$105,000 | 2015-05-15 |
|---|
| Q4 2014 | MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN
CUSIP 570759100 | | COM | 20,421 | 21,283 | +862 | $1,568,000 | $1,409,000 | -$159,000 | 2015-02-17 |
|---|
| Q4 2014 | ENBRIDGE ENERGY PARTNERS L P COM
CUSIP 29250R106 | | COM | 45,462 | 47,114 | +1,652 | $1,766,000 | $1,853,000 | +$87,000 | 2015-02-17 |
|---|
| Q4 2014 | ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN
CUSIP 29273R109 | | COM | 25,881 | 26,825 | +944 | $1,656,000 | $1,716,000 | +$60,000 | 2015-02-17 |
|---|
| Q4 2014 | BUCKEYE PARTNERS L P UNIT LTD PARTN
CUSIP 118230101 | | COM | 17,880 | 18,642 | +762 | $1,423,000 | $1,410,000 | -$13,000 | 2015-02-17 |
|---|
| Q4 2014 | MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP
CUSIP 559080106 | | COM | 22,899 | 23,606 | +707 | $1,927,000 | $1,935,000 | +$8,000 | 2015-02-17 |
|---|
| Q3 2014 | KINDER MORGAN ENERGY PARTNER UT LTD PARTNER
CUSIP 494550106 | | COM | 17,138 | 18,243 | +1,105 | $1,408,000 | $1,701,000 | +$293,000 | 2014-11-13 |
|---|
| Q3 2014 | ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN
CUSIP 29273R109 | | COM | 24,454 | 25,881 | +1,427 | $1,417,000 | $1,656,000 | +$239,000 | 2014-11-13 |
|---|
| Q3 2014 | MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN
CUSIP 570759100 | | COM | 19,610 | 20,421 | +811 | $1,403,000 | $1,568,000 | +$165,000 | 2014-11-13 |
|---|
| Q3 2014 | WILLIAMS PARTNERS L P COM UNIT L P
CUSIP 96950F104 | | COM | 22,697 | 26,302 | +3,605 | $1,232,000 | $1,395,000 | +$163,000 | 2014-11-13 |
|---|
| Q3 2014 | ENBRIDGE ENERGY PARTNERS L P COM
CUSIP 29250R106 | | COM | 43,808 | 45,462 | +1,654 | $1,617,000 | $1,766,000 | +$149,000 | 2014-11-13 |
|---|
| Q3 2014 | BUCKEYE PARTNERS L P UNIT LTD PARTN
CUSIP 118230101 | | COM | 15,451 | 17,880 | +2,429 | $1,283,000 | $1,423,000 | +$140,000 | 2014-11-13 |
|---|
| Q3 2014 | ONEOK PARTNERS LP UNIT LTD PARTN
CUSIP 68268N103 | | COM | 22,801 | 24,882 | +2,081 | $1,336,000 | $1,392,000 | +$56,000 | 2014-11-13 |
|---|
| Q3 2014 | MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP
CUSIP 559080106 | | COM | 22,521 | 22,899 | +378 | $1,892,000 | $1,927,000 | +$35,000 | 2014-11-13 |
|---|
| Q2 2014 | ENBRIDGE ENERGY PARTNERS L P COM
CUSIP 29250R106 | | COM | 39,955 | 43,808 | +3,853 | $1,095,000 | $1,617,000 | +$522,000 | 2014-08-14 |
|---|
| Q2 2014 | MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP
CUSIP 559080106 | | COM | 21,289 | 22,521 | +1,232 | $1,485,000 | $1,892,000 | +$407,000 | 2014-08-14 |
|---|
| Q2 2014 | KINDER MORGAN ENERGY PARTNER UT LTD PARTNER
CUSIP 494550106 | | COM | 15,617 | 17,138 | +1,521 | $1,155,000 | $1,408,000 | +$253,000 | 2014-08-14 |
|---|
| Q2 2014 | MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN
CUSIP 570759100 | | COM | 17,845 | 19,610 | +1,765 | $1,166,000 | $1,403,000 | +$237,000 | 2014-08-14 |
|---|
| Q2 2014 | BUCKEYE PARTNERS L P UNIT LTD PARTN
CUSIP 118230101 | | COM | 13,973 | 15,451 | +1,478 | $1,049,000 | $1,283,000 | +$234,000 | 2014-08-14 |
|---|
| Q2 2014 | ONEOK PARTNERS LP UNIT LTD PARTN
CUSIP 68268N103 | | COM | 20,716 | 22,801 | +2,085 | $1,109,000 | $1,336,000 | +$227,000 | 2014-08-14 |
|---|
| Q2 2014 | ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN
CUSIP 29273R109 | | COM | 22,411 | 24,454 | +2,043 | $1,205,000 | $1,417,000 | +$212,000 | 2014-08-14 |
|---|
| Q2 2014 | WILLIAMS PARTNERS L P COM UNIT L P
CUSIP 96950F104 | | COM | 20,499 | 22,697 | +2,198 | $1,044,000 | $1,232,000 | +$188,000 | 2014-08-14 |
|---|
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