SUMMIT EQUITIES INC Information

4 CAMPUS DRIVE, PARSIPPANY, New Jersey, 07054, (973) 285-3670

Report Date: 09/30/2014

Position Statistics

Total Positions 21
New Positions 0
Increased Positions 17
Decreased Positions 1
Positions with Activity 18
Sold Out Positions 1
Total Mkt Value (in $ millions) 256

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 2.32%
Financial 94.56%
Healthcare
Services 0.04%
Technology
Transportation
Utilities 3.08%

21 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VANGUARD INDEX FDS TOTAL STK MKT 135,468 8,897 7.03 1,330,330
VANGUARD INTL EQUITY INDEX FD ALLWRLD EX US 55,891 4,254 8.24 1,215,547
VANGUARD INDEX FDS VALUE ETF 14,144 887 6.69 174,123
VANGUARD WORLD FDS ENERGY ETF 12,027 525 4.56 114,109
VANGUARD INDEX FDS SM CP VAL ETF 10,897 697 6.84 106,833
GREENHAVEN CONT CMDTY INDEX FD UNIT BEN INT 6,383 346 5.74 274,282
ISHARES GOLD TRUST ISHARES 6,072 265 4.56 523,913
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 1,736 29 1.68 22,899
ENBRIDGE ENERGY PARTNERS L P COM 1,675 61 3.78 45,462
ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN 1,591 88 5.84 25,881
KINDER MORGAN INC DEL COM 1,546 94 6.45 40,616
ENTERPRISE PRODS PARTNERS L P COM 1,414 53 3.92 42,147
BUCKEYE PARTNERS L P UNIT LTD PARTN 1,314 178 15.72 17,880
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 1,253 50 4.14 20,421
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 1,212 67 5.81 25,884
WILLIAMS PARTNERS L P COM UNIT L P 1,108 152 15.88 26,302
ONEOK PARTNERS LP UNIT LTD PARTN 951 80 9.13 24,882
WISDOMTREE TR DIV EX-FINL FD 427 New 5,787
ISHARES TR U.S. FINLS ETF 317 New 3,656
AMERICAN RLTY CAP PPTYS INC COM 113 New 14,704


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