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Cascade Investment Advisors’s Suburban Propane Partners SPH Stock Holding History

Cascade Investment 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
2017
Q4 		– Sell
-300
Closed -$7.83K – 192
2017
Q3 		$7.83K Hold
300
– – 0.01% 161
2017
Q2 		$7.14K Hold
300
– – 0.01% 164
2017
Q1 		$8.09K Buy
+300
New +$8.46K 0.01% 144

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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cascade Investment Advisors's SPH Position: Q4 2017 in Review

Cascade Investment Advisors sold out of Suburban Propane Partners (SPH) in Q4 2017, closing a stake of 300 shares — an estimated $7.83K sold.

Cascade Investment Advisors first reported a position in SPH in Q1 2017 and held it in 3 quarters. The position peaked at $8.09K in Q1 2017. 165 funds tracked by Wall St. Rank hold SPH as of Q4 2017.

  • Cascade Investment Advisors reported no remaining Suburban Propane Partners position as of Q4 2017 after selling out during the quarter.
  • Cascade Investment Advisors sold 300 Suburban Propane Partners shares in Q4 2017, an estimated $7.83K.
  • Cascade Investment Advisors first reported a position in Suburban Propane Partners in Q1 2017 and held it in 3 quarters.
  • Cascade Investment Advisors's Suburban Propane Partners position peaked at $8.09K in Q1 2017.
  • 165 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q4 2017.

Based on Cascade Investment Advisors's 13F filing for Q4 2017, filed 17 Jan 2018.