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IAS
IMA Advisory Services’s
Suburban Propane Partners
SPH
Stock Holding History
IMA Advisory Services’s Portfolio
SPH Stock Details
SPH Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2015
Q3
–
Sell
-4,424
Closed
-$176K
–
165
2015
Q2
$176K
Buy
+4,424
New
+$188K
0.08%
148
2014
Q4
–
Sell
-4,794
Closed
-$214K
–
157
2014
Q3
$214K
Buy
+4,794
New
+$214K
0.1%
152
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1-Year Est. Return
EIP
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1-Year Est. Return
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$1.47T AUM
27.86%
1-Year Est. Return
CNB
City National Bank
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$11.6B AUM
3.11%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
ClearBridge Investments
New York
$115B AUM
24.78%
1-Year Est. Return
CIBC Private Wealth Group
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$59.2B AUM
20.62%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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