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Gary Goldberg Planning Services’s Suburban Propane Partners SPH Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$194K Sell
4,486
-1,005
-18% -$44.7K 0.08% 107
2014
Q3 		$245K Hold
5,491
– – 0.1% 103
2014
Q2 		$253K Hold
5,491
– – 0.11% 100
2014
Q1 		$228K Buy
5,491
+1,000
+22% +$43.8K 0.11% 97
2013
Q4 		$211K Buy
4,491
+115
+3% +$5.34K 0.12% 92
2013
Q3 		$205K Buy
4,376
+2,615
+148% +$122K 0.12% 92
2013
Q2 		$82K Buy
+1,761
New +$83.2K 0.05% 137

Other funds holding SPH

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return

Gary Goldberg Planning Services's SPH Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its Suburban Propane Partners (SPH) stake by 18% in Q4 2014, selling an estimated $44.7K and leaving 4,486 shares worth $194K. The position accounts for 0.08% of the portfolio, ranked #107.

Gary Goldberg Planning Services first reported a position in SPH in Q2 2013 and has held it in 7 quarters since. The position peaked at $253K in Q2 2014. 174 funds tracked by Wall St. Rank hold SPH as of Q4 2014.

  • Gary Goldberg Planning Services held 4,486 shares of Suburban Propane Partners worth $194K as of Q4 2014.
  • Gary Goldberg Planning Services sold 1,005 Suburban Propane Partners shares in Q4 2014, an estimated $44.7K.
  • Suburban Propane Partners made up 0.08% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #107 holding.
  • Gary Goldberg Planning Services first reported a position in Suburban Propane Partners in Q2 2013 and has held it in 7 quarters since.
  • Gary Goldberg Planning Services's Suburban Propane Partners position peaked at $253K in Q2 2014.
  • 174 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.