Envestnet Asset Management
SPH icon

Envestnet Asset Management’s Suburban Propane Partners SPH Stock Holding History

Envestnet Asset 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
2018
Q3 		– Sell
-814
Closed -$19K – 2414
2018
Q2 		$19K Hold
814
– – ﹤0.01% 2436
2018
Q1 		$19K Sell
814
-3,553
-81% -$86.7K ﹤0.01% 2388
2017
Q4 		$106K Buy
+4,367
New +$109K ﹤0.01% 2082
2016
Q4 		– Sell
-15,013
Closed -$500K – 3310
2016
Q3 		$500K Buy
15,013
+7,975
+113% +$269K ﹤0.01% 1566
2016
Q2 		$235K Buy
+7,038
New +$224K ﹤0.01% 2006
2015
Q2 		– Sell
-8,038
Closed -$345K – 2259
2015
Q1 		$345K Buy
8,038
+4,850
+152% +$214K ﹤0.01% 1711
2014
Q4 		$138K Buy
+3,188
New +$142K ﹤0.01% 1087
2013
Q3 		– Sell
-190
Closed -$9K – 2487
2013
Q2 		$9K Buy
+190
New +$8.98K ﹤0.01% 1712

Other funds holding SPH

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return