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Summit Equities Inc Last Quarter Change: USA Everything Else, Sold Out

Summit Equities Inc quarter change: USA Everything Else, Sold out

In partnership units, exchange-traded notes and anything else (listed in the US), from the quarter ended 2016-06-30 to 2016-09-30, Summit Equities Inc opened 0 positions, added to 0, reduced 0, sold out of 1 and left 0 unchanged. The largest increase in value was VEREIT INC (-$107,000); the largest decrease was VEREIT INC (-$107,000).

  • VEREIT INC: Country of operation —; Class REIT; Shares 2016-06-30 10,545; Shares 2016-09-30 0.

Two Form 13F-HR filings compared (SEC CIK 1608062): 2016-06-30 (filed 2016-08-04) and 2016-09-30 (filed 2016-11-14). 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; share change is the position change.

StockCountry of operationClassShares 2016-06-30Shares 2016-09-30Share changeValue 2016-06-30Value 2016-09-30Value change
VEREIT INC
CUSIP 92339V100
REIT10,5450-10,545$107,000$0-$107,000

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