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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Certified Advisory Corp's SPH Position: Q2 2020 in Review

Certified Advisory Corp increased its Suburban Propane Partners (SPH) stake by 1.4% in Q2 2020, buying an estimated $201 and bringing the position to 1,051 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #491.

Certified Advisory Corp first reported a position in SPH in Q4 2017 and has held it in 11 quarters since. The position peaked at $30K in Q3 2019. 133 funds tracked by Wall St. Rank hold SPH as of Q2 2020.

Certified Advisory Corp held 1,051 shares of Suburban Propane Partners worth $15K as of Q2 2020.
Certified Advisory Corp bought 14 Suburban Propane Partners shares in Q2 2020, an estimated $201.
Suburban Propane Partners made up 0.01% of Certified Advisory Corp's portfolio in Q2 2020, its #491 holding.
Certified Advisory Corp first reported a position in Suburban Propane Partners in Q4 2017 and has held it in 11 quarters since.
Certified Advisory Corp's Suburban Propane Partners position peaked at $30K in Q3 2019.
133 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q2 2020.

Based on Certified Advisory Corp's 13F filing for Q2 2020, filed 27 Jul 2020.