Summit Global Management, Inc.

data from 30/09/2014

Capitalization

$ 41.662 M -22.63 %

Average holding period

4 ans

Performance

$ 10.752 M 8.26 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Summit Global Management, Inc.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2014/09/30 AWK American Water Works (AWK) 11.26% 4.691 M $ 97261 2013/06/30 -157.610 K $ -2.47 %
2014/09/30 Taminco Corp(TAM) 8.65% 3.603 M $ 138080 2014/09/30 0.000 $ 0.00 %
2014/09/30 TTEK Tetra Tech Inc (TTEK) 7.76% 3.235 M $ 129515 2013/06/30 -397.907 K $ -9.09 %
2014/09/30 CWT California Water Service Group (CWT) 7.74% 3.223 M $ 143632 2013/12/31 -339.343 K $ -7.27 %
2014/09/30 VMI Valmont Industries, Inc. (VMI) 7.05% 2.936 M $ 21764 2013/12/31 -347.973 K $ -11.20 %
2014/09/30 XYL Xylem, Inc. (XYL) 5.94% 2.473 M $ 69700 2013/06/30 -293.213 K $ -9.19 %
2014/09/30 FLS Flowserve Corp (FLS) 5.52% 2.300 M $ 32627 2013/06/30 -155.272 K $ -5.15 %
2014/09/30 Pentair Ltd (PNR) 5.33% 2.220 M $ 33904 2013/12/31 -277.192 K $ -9.18 %
2014/09/30 SJW SJW Corp (SJW) 5.33% 2.220 M $ 82360 2013/06/30 -40.744 K $ -1.21 %
2014/09/30 MLI Mueller Industries Inc (MLI) 4.07% 1.696 M $ 59440 2013/06/30 -64.688 K $ -2.99 %
2014/09/30 DHR Danaher Corp(DHR) 3.63% 1.513 M $ 19925 2014/09/30 0.000 $ 0.00 %
2014/09/30 MWA Mueller Water Products Inc(MWA) 3.55% 1.477 M $ 178405 2014/09/30 0.000 $ 0.00 %
2014/09/30 ITRI Itron (ITRI) 3.40% 1.417 M $ 36058 2013/06/30 -91.307 K $ -3.06 %
2014/09/30 WTS Watts Water Technologies, Inc. (WTS) 3.31% 1.379 M $ 23675 2013/06/30 -101.685 K $ -5.64 %
2014/09/30 SBS CIA Saneamento Basico ADR (SBS) 2.84% 1.184 M $ 145991 2013/06/30 -466.824 K $ -24.35 %
2014/09/30 WTR Aqua America, Inc (WTR) 2.81% 1.169 M $ 49691 2013/06/30 -185.515 K $ -10.26 %
2014/09/30 CWCO Consolidated Water Company, Inc (CWCO) 2.60% 1.082 M $ 92647 2013/06/30 -10.117 K $ -0.76 %
2014/09/30 ARTNA Artesian Resources Corp (ARTNA) 2.51% 1.044 M $ 51841 2013/06/30 -155.254 K $ -10.41 %
2014/09/30 CTWS Connecticut Water Service, Inc (CTWS) 2.45% 1.022 M $ 31454 2013/06/30 -56.990 K $ -4.04 %
2014/09/30 HWKN Hawkins Inc (HWKN) 1.85% 771.000 K $ 21441 2013/12/31 -31.209 K $ -3.18 %
2014/09/30 Guangdong Investment (GGDVY) 0.66% 276.000 K $ 4748 2013/06/30 3.879 K $ 1.34 %
2014/09/30 Powershares Global Water (PIO) 0.66% 274.000 K $ 12071 2013/06/30 -23.260 K $ -7.38 %
2014/09/30 Suez Environment ADR (SZEVY) 0.55% 229.000 K $ 27317 2013/06/30 -30.445 K $ -11.23 %
2014/09/30 Kurita Water Industries (KTWIF) 0.55% 228.000 K $ 10288 2013/06/30 -17.554 K $ -3.57 %
2014/09/30 Ashland Inc (ASH) 0.00% 0.000 $ 0 2014/06/30 0.000 $ 0.00 %