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JWM
Jacobus Wealth Management’s
Suburban Propane Partners
SPH
Stock Holding History
Jacobus Wealth Management’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
2017
Q3
$198K
Hold
7,571
–
–
0.05%
165
2017
Q2
$180K
Hold
7,571
–
–
0.05%
171
2017
Q1
$204K
Hold
7,571
–
–
0.06%
152
2016
Q4
$228K
Sell
7,571
-1,000
-12%
-$30.6K
0.07%
147
2016
Q3
$285K
Hold
8,571
–
–
0.08%
149
2016
Q2
$286K
Hold
8,571
–
–
0.09%
140
2016
Q1
$256K
Hold
8,571
–
–
0.07%
180
2015
Q4
$208K
Hold
8,571
–
–
0.06%
202
2015
Q3
$282K
Hold
8,571
–
–
0.08%
172
2015
Q2
$342K
Hold
8,571
–
–
0.08%
163
2015
Q1
$368K
Hold
8,571
–
–
0.1%
151
2014
Q4
$371K
Hold
8,571
–
–
0.1%
147
2014
Q3
$382K
Hold
8,571
–
–
0.11%
150
2014
Q2
$394K
Hold
8,571
–
–
0.1%
160
2014
Q1
$356K
Hold
8,571
–
–
0.09%
173
2013
Q4
$402K
Buy
+8,571
New
+$398K
0.12%
142
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1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
ClearBridge Investments
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1-Year Est. Return
ACM
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$4.64B AUM
1.52%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
NIM
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$2.01B AUM
30.38%
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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