Summit Equities Inc
All 13F Filings
- Location
- Most recent 13F
- Q1 2014
- Holdings value ($000)
- 226,493
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2014 | 5/16/2014 | 21 | 226,493 | 13F-HR | Summit Equities Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 12.29 K | 5.4% | 12.29 K | 0 | 12.29 K |
| ETFs | 214.2 K | 94.6% | 214.2 K | 0 | 214.2 K |
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Fund Snapshot
Q1 2014
Latest filed
5/16/2014
Total value ($000)
226,493
Holdings
21
QoQ value change ($000)
—
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.