Golden State Wealth Management’s Suburban Propane Partners SPH Stock Holding History

Golden State 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
2020 Q4	–	Sell	-3,700	Closed	-$60K	–	394
2020 Q3	$60K	Buy	+3,700	New	+$50.7K	0.02%	314
2020 Q2	–	Sell	-1,000	Closed	-$14K	–	821
2020 Q1	$14K	Buy	+1,000	New	+$19.4K	0.01%	560
2019 Q4	–	Sell	-1,000	Closed	-$24K	–	794
2019 Q3	$24K	Hold	1,000	–	–	0.01%	586
2019 Q2	$24K	Hold	1,000	–	–	0.01%	589
2019 Q1	$22K	Buy	+1,000	New	+$22.1K	0.01%	609

Other funds holding SPH

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

EIP

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

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

Golden State Wealth Management's SPH Position: Q4 2020 in Review

Golden State Wealth Management sold out of Suburban Propane Partners (SPH) in Q4 2020, closing a stake of 3,700 shares — an estimated $60K sold.

Golden State Wealth Management first reported a position in SPH in Q1 2019 and held it in 5 quarters. The position peaked at $60K in Q3 2020. 147 funds tracked by Wall St. Rank hold SPH as of Q4 2020.

Golden State Wealth Management reported no remaining Suburban Propane Partners position as of Q4 2020 after selling out during the quarter.
Golden State Wealth Management sold 3,700 Suburban Propane Partners shares in Q4 2020, an estimated $60K.
Golden State Wealth Management first reported a position in Suburban Propane Partners in Q1 2019 and held it in 5 quarters.
Golden State Wealth Management's Suburban Propane Partners position peaked at $60K in Q3 2020.
147 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q4 2020.

Based on Golden State Wealth Management's 13F filing for Q4 2020, filed 28 Jan 2021.