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Boston Private Bank & Trust’s Suburban Propane Partners SPH Stock Holding History

Boston Private Bank & Trust’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
Q1 		– Sell
-172
Closed -$8K – 1075
2013
Q4 		$8K Sell
172
-200
-54% -$9.29K ﹤0.01% 873
2013
Q3 		$17K Sell
372
-121
-25% -$5.66K ﹤0.01% 734
2013
Q2 		$23K Buy
+493
New +$23.3K ﹤0.01% 656

Other funds holding SPH

Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
CNB
City National Bank Beverly Hills, Delaware $11.6B AUM 3.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boston Private Bank & Trust's SPH Position: Q1 2014 in Review

Boston Private Bank & Trust sold out of Suburban Propane Partners (SPH) in Q1 2014, closing a stake of 172 shares — an estimated $8K sold.

Boston Private Bank & Trust first reported a position in SPH in Q2 2013 and held it in 3 quarters. The position peaked at $23K in Q2 2013. 180 funds tracked by Wall St. Rank hold SPH as of Q1 2014.

  • Boston Private Bank & Trust reported no remaining Suburban Propane Partners position as of Q1 2014 after selling out during the quarter.
  • Boston Private Bank & Trust sold 172 Suburban Propane Partners shares in Q1 2014, an estimated $8K.
  • Boston Private Bank & Trust first reported a position in Suburban Propane Partners in Q2 2013 and held it in 3 quarters.
  • Boston Private Bank & Trust's Suburban Propane Partners position peaked at $23K in Q2 2013.
  • 180 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q1 2014.

Based on Boston Private Bank & Trust's 13F filing for Q1 2014, filed 15 Apr 2014.