Lenox Wealth Management’s Suburban Propane Partners SPH Stock Holding History

Lenox Wealth Management’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
2018 Q2	–	Sell	-1,213	Closed	-$26K	–	606
2018 Q1	$26K	Sell	1,213 -400	-25%	-$9.76K	0.01%	269
2017 Q4	$39K	Buy	1,613 +1,213	+303%	+$30.2K	0.01%	235
2017 Q3	$10K	Hold	400	–	–	﹤0.01%	398
2017 Q2	$10K	Buy	+400	New	+$9.87K	﹤0.01%	377

Other funds holding SPH

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

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 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

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

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Lenox Wealth Management's SPH Position: Q2 2018 in Review

Lenox Wealth Management sold out of Suburban Propane Partners (SPH) in Q2 2018, closing a stake of 1,213 shares — an estimated $26K sold.

Lenox Wealth Management first reported a position in SPH in Q2 2017 and held it in 4 quarters. The position peaked at $39K in Q4 2017. 165 funds tracked by Wall St. Rank hold SPH as of Q2 2018.

Lenox Wealth Management reported no remaining Suburban Propane Partners position as of Q2 2018 after selling out during the quarter.
Lenox Wealth Management sold 1,213 Suburban Propane Partners shares in Q2 2018, an estimated $26K.
Lenox Wealth Management first reported a position in Suburban Propane Partners in Q2 2017 and held it in 4 quarters.
Lenox Wealth Management's Suburban Propane Partners position peaked at $39K in Q4 2017.
165 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q2 2018.

Based on Lenox Wealth Management's 13F filing for Q2 2018, filed 26 Jul 2018.