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Joseph P. Lucia & Associates’s Suburban Propane Partners SPH Stock Holding History

Joseph P. Lucia & Associates’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
2019
Q2 		– Sell
-175
Closed -$4K – 465
2019
Q1 		$4K Buy
+175
New +$3.86K 0.01% 278

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ClearBridge Investments
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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Joseph P. Lucia & Associates's SPH Position: Q2 2019 in Review

Joseph P. Lucia & Associates sold out of Suburban Propane Partners (SPH) in Q2 2019, closing a stake of 175 shares — an estimated $4K sold.

Joseph P. Lucia & Associates first reported a position in SPH in Q1 2019 and held it in 1 quarter. The position peaked at $4K in Q1 2019. 159 funds tracked by Wall St. Rank hold SPH as of Q2 2019.

  • Joseph P. Lucia & Associates reported no remaining Suburban Propane Partners position as of Q2 2019 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 175 Suburban Propane Partners shares in Q2 2019, an estimated $4K.
  • Joseph P. Lucia & Associates first reported a position in Suburban Propane Partners in Q1 2019 and held it in 1 quarter.
  • Joseph P. Lucia & Associates's Suburban Propane Partners position peaked at $4K in Q1 2019.
  • 159 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q2 2019.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2019, filed 23 Jul 2019.