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Acorn Wealth Advisors’s Suburban Propane Partners SPH Stock Holding History

Acorn Wealth Advisors’s Portfolio SPH Stock Details SPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-176
Closed -$5K – 856
2017
Q4 		$5K Buy
+176
New +$4.38K ﹤0.01% 603

Other funds holding SPH

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Acorn Wealth Advisors's SPH Position: Q1 2018 in Review

Acorn Wealth Advisors sold out of Suburban Propane Partners (SPH) in Q1 2018, closing a stake of 176 shares — an estimated $5K sold.

Acorn Wealth Advisors first reported a position in SPH in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 166 funds tracked by Wall St. Rank hold SPH as of Q1 2018.

  • Acorn Wealth Advisors reported no remaining Suburban Propane Partners position as of Q1 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 176 Suburban Propane Partners shares in Q1 2018, an estimated $5K.
  • Acorn Wealth Advisors first reported a position in Suburban Propane Partners in Q4 2017 and held it in 1 quarter.
  • Acorn Wealth Advisors's Suburban Propane Partners position peaked at $5K in Q4 2017.
  • 166 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q1 2018.

Based on Acorn Wealth Advisors's 13F filing for Q1 2018, filed 14 May 2018.