Lehman Financial Resources’s Suburban Propane Partners SPH Stock Holding History

Lehman Financial Resources’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
2015 Q4	–	Sell	-5,054	Closed	-$166K	–	296
2015 Q3	$166K	Hold	5,054	–	–	0.08%	62
2015 Q2	$201K	Buy	5,054 +54	+1%	+$2.3K	0.1%	56
2015 Q1	$215K	Hold	5,000	–	–	0.1%	57
2014 Q4	$216K	Hold	5,000	–	–	0.11%	60
2014 Q3	$223K	Hold	5,000	–	–	0.12%	55
2014 Q2	$230K	Hold	5,000	–	–	0.11%	56
2014 Q1	$208K	Hold	5,000	–	–	0.11%	56
2013 Q4	$235K	Hold	5,000	–	–	0.15%	53
2013 Q3	$234K	Hold	5,000	–	–	0.15%	54
2013 Q2	$232K	Buy	+5,000	New	+$236K	0.16%	48

Other funds holding SPH

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

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

EIP

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

Lehman Financial Resources's SPH Position: Q4 2015 in Review

Lehman Financial Resources sold out of Suburban Propane Partners (SPH) in Q4 2015, closing a stake of 5,054 shares — an estimated $166K sold.

Lehman Financial Resources first reported a position in SPH in Q2 2013 and held it in 10 quarters. The position peaked at $235K in Q4 2013. 165 funds tracked by Wall St. Rank hold SPH as of Q4 2015.

Lehman Financial Resources reported no remaining Suburban Propane Partners position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 5,054 Suburban Propane Partners shares in Q4 2015, an estimated $166K.
Lehman Financial Resources first reported a position in Suburban Propane Partners in Q2 2013 and held it in 10 quarters.
Lehman Financial Resources's Suburban Propane Partners position peaked at $235K in Q4 2013.
165 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.