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Clean Yield Group’s Suburban Propane Partners SPH Stock Holding History

Clean Yield Group’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
2015
Q2 		– Sell
-1,950
Closed -$84K – 266
2015
Q1 		$84K Buy
+1,950
New +$86.2K 0.04% 155
2014
Q4 		– Sell
-5,950
Closed -$265K – 126
2014
Q3 		$265K Sell
5,950
-2,525
-30% -$113K 0.13% 105
2014
Q2 		$390K Sell
8,475
-5,330
-39% -$239K 0.19% 98
2014
Q1 		$573K Sell
13,805
-4,620
-25% -$202K 0.3% 81
2013
Q4 		$864K Buy
18,425
+1,000
+6% +$46.5K 0.46% 70
2013
Q3 		$815K Hold
17,425
– – 0.44% 67
2013
Q2 		$809K Buy
+17,425
New +$823K 0.46% 67

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O
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EIP
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CNB
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ClearBridge Investments
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Morgan Stanley
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return