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ERTS Wealth Advisors’s Suburban Propane Partners SPH Stock Holding History

ERTS Wealth Advisors’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
Q1 		– Sell
-240
Closed -$5K – 268
2018
Q4 		$5K Buy
+240
New +$5.4K ﹤0.01% 273

Other funds holding SPH

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

ERTS Wealth Advisors's SPH Position: Q1 2019 in Review

ERTS Wealth Advisors sold out of Suburban Propane Partners (SPH) in Q1 2019, closing a stake of 240 shares — an estimated $5K sold.

ERTS Wealth Advisors first reported a position in SPH in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 163 funds tracked by Wall St. Rank hold SPH as of Q1 2019.

  • ERTS Wealth Advisors reported no remaining Suburban Propane Partners position as of Q1 2019 after selling out during the quarter.
  • ERTS Wealth Advisors sold 240 Suburban Propane Partners shares in Q1 2019, an estimated $5K.
  • ERTS Wealth Advisors first reported a position in Suburban Propane Partners in Q4 2018 and held it in 1 quarter.
  • ERTS Wealth Advisors's Suburban Propane Partners position peaked at $5K in Q4 2018.
  • 163 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q1 2019.

Based on ERTS Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.