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Certified Advisory Corp’s Suburban Propane Partners SPH Stock Holding History

Certified Advisory Corp’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
2020
Q2 		$15K Buy
1,051
+14
+1% +$201 0.01% 491
2020
Q1 		$15K Sell
1,037
-126
-11% -$2.45K 0.01% 477
2019
Q4 		$25K Sell
1,163
-121
-9% -$2.78K 0.01% 438
2019
Q3 		$30K Buy
1,284
+32
+3% +$755 0.01% 403
2019
Q2 		$30K Buy
1,252
+31
+3% +$721 0.01% 401
2019
Q1 		$27K Buy
1,221
+32
+3% +$707 0.01% 398
2018
Q4 		$23K Buy
1,189
+31
+3% +$697 0.01% 404
2018
Q3 		$27K Buy
1,158
+28
+2% +$655 0.01% 391
2018
Q2 		$27K Buy
1,130
+29
+3% +$667 0.02% 375
2018
Q1 		$24K Sell
1,101
-15
-1% -$366 0.01% 373
2017
Q4 		$27K Buy
+1,116
New +$27.8K 0.02% 318

Other funds holding SPH

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return