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Concert Wealth Management’s Suburban Propane Partners SPH Stock Holding History

Concert Wealth 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
2015
Q4 		– Sell
-8,287
Closed -$279K – 745
2015
Q3 		$279K Sell
8,287
-201
-2% -$7.4K 0.04% 511
2015
Q2 		$339K Buy
+8,488
New +$361K 0.04% 459
2015
Q1 		– Sell
-6,086
Closed -$263K – 608
2014
Q4 		$263K Buy
6,086
+741
+14% +$32.9K 0.04% 498
2014
Q3 		$237K Buy
5,345
+375
+8% +$16.7K 0.03% 451
2014
Q2 		$216K Sell
4,970
-150
-3% -$6.74K 0.03% 498
2014
Q1 		$210K Sell
5,120
-31
-0.6% -$1.36K 0.03% 498
2013
Q4 		$241K Sell
5,151
-879
-15% -$40.8K 0.03% 441
2013
Q3 		$283K Hold
6,030
– – 0.04% 381
2013
Q2 		$281K Buy
+6,030
New +$285K 0.04% 353

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EIP
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Royal Bank of Canada
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Morgan Stanley
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ClearBridge Investments
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UBS Group
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return