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ArchPoint Investors’s Suburban Propane Partners SPH Stock Holding History

ArchPoint Investors’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
2014
Q3 		– Sell
-5,180
Closed -$238K – 135
2014
Q2 		$238K Buy
+5,180
New +$233K 0.2% 84
2014
Q1 		– Sell
-4,530
Closed -$212K – 104
2013
Q4 		$212K Hold
4,530
– – 0.19% 83
2013
Q3 		$212K Buy
4,530
+100
+2% +$4.68K 0.23% 72
2013
Q2 		$206K Buy
+4,430
New +$209K 0.24% 74

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O
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return