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) 260

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 2.37%
Financial 94.51%
Healthcare
Services 0.05%
Technology
Transportation
Utilities 3.07%

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 137,729 9,046 7.03 1,330,330
VANGUARD INTL EQUITY INDEX FD ALLWRLD EX US 57,313 4,362 8.24 1,215,547
VANGUARD INDEX FDS VALUE ETF 14,214 891 6.69 174,123
VANGUARD WORLD FDS ENERGY ETF 12,008 524 4.56 114,109
VANGUARD INDEX FDS SM CP VAL ETF 10,992 704 6.84 106,833
ISHARES GOLD TRUST ISHARES 6,517 284 4.56 523,913
GREENHAVEN CONT CMDTY INDEX FD UNIT BEN INT 6,023 327 5.74 274,282
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 1,787 29 1.68 22,899
ENBRIDGE ENERGY PARTNERS L P COM 1,733 63 3.78 45,462
KINDER MORGAN INC DEL COM 1,680 102 6.45 40,616
ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN 1,530 84 5.84 25,881
ENTERPRISE PRODS PARTNERS L P COM 1,405 53 3.92 42,147
BUCKEYE PARTNERS L P UNIT LTD PARTN 1,341 182 15.72 17,880
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 1,289 71 5.81 25,884
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 1,220 48 4.14 20,421
WILLIAMS PARTNERS L P COM UNIT L P 1,124 154 15.88 26,302
ONEOK PARTNERS LP UNIT LTD PARTN 1,012 85 9.13 24,882
WISDOMTREE TR DIV EX-FINL FD 433 New 5,787
ISHARES TR U.S. FINLS ETF 313 New 3,656
AMERICAN RLTY CAP PPTYS INC COM 139 New 14,704


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