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

Gupta 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
2016 Q1	$16K	Buy	+538	New	+$14.2K	﹤0.01%	731
2015 Q4	–	Sell	-2,600	Closed	-$85K	–	1351
2015 Q3	$85K	Buy	2,600 +600	+30%	+$22.1K	0.02%	365
2015 Q2	$80K	Hold	2,000	–	–	0.02%	378
2015 Q1	$86K	Buy	+2,000	New	+$88.4K	0.03%	323

Other funds holding SPH

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

EIP

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return

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

Gupta Wealth Management's SPH Position: Q1 2016 in Review

Gupta Wealth Management opened a new position in Suburban Propane Partners (SPH) in Q1 2016: 538 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #731 among its holdings. This is a return to the name: Gupta Wealth Management previously reported a position in SPH as recently as Q3 2015.

Gupta Wealth Management first reported a position in SPH in Q1 2015 and has held it in 4 quarters since. The position peaked at $86K in Q1 2015. 163 funds tracked by Wall St. Rank hold SPH as of Q1 2016.

Gupta Wealth Management held 538 shares of Suburban Propane Partners worth $16K as of Q1 2016.
Suburban Propane Partners was a new Gupta Wealth Management position in Q1 2016.
Suburban Propane Partners made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #731 holding.
Gupta Wealth Management first reported a position in Suburban Propane Partners in Q1 2015 and has held it in 4 quarters since.
Gupta Wealth Management's Suburban Propane Partners position peaked at $86K in Q1 2015.
163 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.