Summit Equities Inc Last Quarter Change: USA Stocks, Reduced

Summit Equities Inc quarter change: USA Stocks, Reduced

In share positions in stocks (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 3, sold out of 0 and left 0 unchanged. The largest increase in value was PAA (+$82,000); the largest decrease was EPD (-$129,000).

EPD: Country of operation United States; Class COM; Shares 2016-06-30 42,422; Shares 2016-09-30 40,261.
PAA: Country of operation United States; Class COM UNIT LTD PARTN; Shares 2016-06-30 44,095; Shares 2016-09-30 41,208.
MPLX: Country of operation United States; Class COM; Shares 2016-06-30 29,508; Shares 2016-09-30 28,013.

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.

Stock	Country of operation	Class	Shares 2016-06-30	Shares 2016-09-30	Share change	Value 2016-06-30	Value 2016-09-30	Value change
EPD ENTERPRISE PRODS PARTNERS L COM	United States	COM	42,422	40,261	-2,161	$1,241,000	$1,112,000	-$129,000
PAA PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN	United States	COM UNIT LTD PARTN	44,095	41,208	-2,887	$1,212,000	$1,294,000	+$82,000
MPLX MPLX LP	United States	COM	29,508	28,013	-1,495	$992,000	$949,000	-$43,000

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