Atwood & Palmer’s Suburban Propane Partners SPH Stock Holding History

Atwood & Palmer’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
2019 Q1	–	Sell	-787	Closed	-$15K	–	334
2018 Q4	$15K	Buy	+787	New	+$17.7K	﹤0.01%	229
2018 Q1	–	Sell	-10,365	Closed	-$251K	–	300
2017 Q4	$251K	Buy	+10,365	New	+$258K	0.04%	114
2017 Q1	–	Sell	-1,500	Closed	-$45K	–	332
2016 Q4	$45K	Hold	1,500	–	–	0.01%	174
2016 Q3	$50K	Sell	1,500 -1,500	-50%	-$50.6K	0.01%	170
2016 Q2	$100K	Hold	3,000	–	–	0.02%	149
2016 Q1	$90K	Sell	3,000 -1,300	-30%	-$34.2K	0.02%	146
2015 Q4	$105K	Hold	4,300	–	–	0.02%	158
2015 Q3	$141K	Sell	4,300 -2,000	-32%	-$73.6K	0.03%	138
2015 Q2	$251K	Hold	6,300	–	–	0.05%	117
2015 Q1	$271K	Sell	6,300 -6,000	-49%	-$265K	0.05%	109
2014 Q4	$532K	Buy	12,300 +12,000	+4,000%	+$533K	0.1%	92
2014 Q3	$13K	Hold	300	–	–	﹤0.01%	285
2014 Q2	$14K	Buy	+300	New	+$13.5K	﹤0.01%	254
2014 Q1	–	Sell	-5,800	Closed	-$272K	–	117
2013 Q4	$272K	Sell	5,800 -4,000	-41%	-$186K	0.07%	99
2013 Q3	$459K	Sell	9,800 -9,500	-49%	-$445K	0.13%	76
2013 Q2	$896K	Buy	+19,300	New	+$912K	0.24%	48

Other funds holding SPH

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Atwood & Palmer's SPH Position: Q1 2019 in Review

Atwood & Palmer sold out of Suburban Propane Partners (SPH) in Q1 2019, closing a stake of 787 shares — an estimated $15K sold.

Atwood & Palmer first reported a position in SPH in Q2 2013 and held it in 16 quarters. The position peaked at $896K in Q2 2013. 163 funds tracked by Wall St. Rank hold SPH as of Q1 2019.

Atwood & Palmer reported no remaining Suburban Propane Partners position as of Q1 2019 after selling out during the quarter.
Atwood & Palmer sold 787 Suburban Propane Partners shares in Q1 2019, an estimated $15K.
Atwood & Palmer first reported a position in Suburban Propane Partners in Q2 2013 and held it in 16 quarters.
Atwood & Palmer's Suburban Propane Partners position peaked at $896K in Q2 2013.
163 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q1 2019.

Based on Atwood & Palmer's 13F filing for Q1 2019, filed 23 Apr 2019.