Advertisement
Screener

Summit Equities Inc Historic Quarter Change: USA Stocks, Reduced

Summit Equities Inc historic quarter change: USA Stocks, Reduced

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.

  • Q3 2016: Stock EPD; Country of operation United States; Class COM; Shares before 42,422.
  • Q3 2016: Stock PAA; Country of operation United States; Class COM UNIT LTD PARTN; Shares before 44,095.
  • Q3 2016: Stock MPLX; Country of operation United States; Class COM; Shares before 29,508.
  • Q1 2016: Stock EPD; Country of operation United States; Class COM; Shares before 44,561.

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.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q3 2016EPD
ENTERPRISE PRODS PARTNERS L COM
United StatesCOM42,42240,261-2,161$1,241,000$1,112,000-$129,0002016-11-14
Q3 2016PAA
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN
United StatesCOM UNIT LTD PARTN44,09541,208-2,887$1,212,000$1,294,000+$82,0002016-11-14
Q3 2016MPLX
MPLX LP
United StatesCOM29,50828,013-1,495$992,000$949,000-$43,0002016-11-14
Q1 2016EPD
ENTERPRISE PRODS PARTNERS L COM
United StatesCOM44,56142,419-2,142$1,140,000$1,029,000-$111,0002016-05-06
Q4 2015EPD
ENTERPRISE PRODS PARTNERS L COM
United StatesCOM48,72744,561-4,166$1,195,000$1,140,000-$55,0002016-02-17
Q3 2015EPD
ENTERPRISE PRODS PARTNERS L COM
United StatesCOM50,27448,727-1,547$1,502,000$1,195,000-$307,0002015-11-16
Q2 2014ET
ENERGY TRANSFER EQUITY L P COM UT LTD PTN
United StatesCOM4,9034,525-378$229,000$266,000+$37,0002014-08-14

Similar Firms

Firm NameCountry13F ValueHoldings
Not available yet