Legacy Financial Advisors’s Suburban Propane Partners SPH Stock Holding History

Legacy Financial Advisors’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	-500	Closed	-$11K	–	783
2019 Q1	$11K	Sell	500 -500	-50%	-$11K	﹤0.01%	603
2018 Q4	$19K	Hold	1,000	–	–	0.01%	428
2018 Q3	$23K	Hold	1,000	–	–	0.01%	356
2018 Q2	$23K	Hold	1,000	–	–	0.01%	356
2018 Q1	$22K	Hold	1,000	–	–	0.01%	359
2017 Q4	$24K	Buy	+1,000	New	+$24.9K	0.01%	341

Other funds holding SPH

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

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

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

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

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Legacy Financial Advisors's SPH Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Suburban Propane Partners (SPH) in Q2 2019, closing a stake of 500 shares — an estimated $11K sold.

Legacy Financial Advisors first reported a position in SPH in Q4 2017 and held it in 6 quarters. The position peaked at $24K in Q4 2017. 159 funds tracked by Wall St. Rank hold SPH as of Q2 2019.

Legacy Financial Advisors reported no remaining Suburban Propane Partners position as of Q2 2019 after selling out during the quarter.
Legacy Financial Advisors sold 500 Suburban Propane Partners shares in Q2 2019, an estimated $11K.
Legacy Financial Advisors first reported a position in Suburban Propane Partners in Q4 2017 and held it in 6 quarters.
Legacy Financial Advisors's Suburban Propane Partners position peaked at $24K in Q4 2017.
159 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.