Bruderman Asset Management’s Suburban Propane Partners SPH Stock Holding History

Bruderman Asset Management’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 Q2	–	Sell	-6,217	Closed	-$139K	–	492
2019 Q1	$139K	Buy	6,217 +36	+0.6%	+$795	0.03%	151
2018 Q4	$119K	Buy	6,181 +943	+18%	+$21.2K	0.03%	154
2018 Q3	$123K	Buy	5,238 +7	+0.1%	+$164	0.03%	139
2018 Q2	$123K	Buy	5,231 +32	+0.6%	+$736	0.03%	139
2018 Q1	$114K	Buy	+5,199	New	+$127K	0.03%	159
2017 Q3	–	Sell	-5,103	Closed	-$121K	–	285
2017 Q2	$121K	Buy	+5,103	New	+$126K	0.03%	139
2017 Q1	–	Sell	-4,788	Closed	-$144K	–	281
2016 Q4	$144K	Buy	4,788 +307	+7%	+$9.39K	0.04%	130
2016 Q3	$149K	Buy	4,481 +1,085	+32%	+$36.6K	0.04%	134
2016 Q2	$113K	Hold	3,396	–	–	0.04%	152
2016 Q1	$101K	Hold	3,396	–	–	0.04%	149
2015 Q4	$83K	Hold	3,396	–	–	0.03%	167
2015 Q3	$112K	Sell	3,396 -950	-22%	-$35K	0.04%	138
2015 Q2	$173K	Hold	4,346	–	–	0.07%	122
2015 Q1	$187K	Buy	+4,346	New	+$192K	0.07%	115

Other funds holding SPH

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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

Bruderman Asset Management's SPH Position: Q2 2019 in Review

Bruderman Asset Management sold out of Suburban Propane Partners (SPH) in Q2 2019, closing a stake of 6,217 shares — an estimated $139K sold.

Bruderman Asset Management first reported a position in SPH in Q1 2015 and held it in 14 quarters. The position peaked at $187K in Q1 2015. 159 funds tracked by Wall St. Rank hold SPH as of Q2 2019.

Bruderman Asset Management reported no remaining Suburban Propane Partners position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 6,217 Suburban Propane Partners shares in Q2 2019, an estimated $139K.
Bruderman Asset Management first reported a position in Suburban Propane Partners in Q1 2015 and held it in 14 quarters.
Bruderman Asset Management's Suburban Propane Partners position peaked at $187K in Q1 2015.
159 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.