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

Doyle 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
2019 Q3	–	Sell	-543	Closed	-$13K	–	681
2019 Q2	$13K	Buy	+543	New	+$12.6K	﹤0.01%	583
2019 Q1	–	Sell	-738	Closed	-$14K	–	663
2018 Q4	$14K	Buy	+738	New	+$16.6K	﹤0.01%	574

Other funds holding SPH

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

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

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

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Doyle Wealth Management's SPH Position: Q3 2019 in Review

Doyle Wealth Management sold out of Suburban Propane Partners (SPH) in Q3 2019, closing a stake of 543 shares — an estimated $13K sold.

Doyle Wealth Management first reported a position in SPH in Q4 2018 and held it in 2 quarters. The position peaked at $14K in Q4 2018. 158 funds tracked by Wall St. Rank hold SPH as of Q3 2019.

Doyle Wealth Management reported no remaining Suburban Propane Partners position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 543 Suburban Propane Partners shares in Q3 2019, an estimated $13K.
Doyle Wealth Management first reported a position in Suburban Propane Partners in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's Suburban Propane Partners position peaked at $14K in Q4 2018.
158 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.