Loring Wolcott & Coolidge Fiduciary Advisors’s Suburban Propane Partners SPH Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2015 Q4	–	Sell	-43	Closed	-$2K	–	671
2015 Q3	$2K	Hold	43	–	–	﹤0.01%	600
2015 Q2	$2K	Hold	43	–	–	﹤0.01%	600
2015 Q1	$2K	Hold	43	–	–	﹤0.01%	606
2014 Q4	$2K	Hold	43	–	–	﹤0.01%	614
2014 Q3	$2K	Hold	43	–	–	﹤0.01%	581
2014 Q2	$2K	Hold	43	–	–	﹤0.01%	611
2014 Q1	$2K	Hold	43	–	–	﹤0.01%	609
2013 Q4	$2K	Hold	43	–	–	﹤0.01%	586
2013 Q3	$2K	Hold	43	–	–	﹤0.01%	545
2013 Q2	$2K	Buy	+43	New	+$2.03K	﹤0.01%	585

Other funds holding SPH

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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 $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SPH Position: Q4 2015 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Suburban Propane Partners (SPH) in Q4 2015, closing a stake of 43 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SPH in Q2 2013 and held it in 10 quarters. The position peaked at $2K in Q3 2015. 165 funds tracked by Wall St. Rank hold SPH as of Q4 2015.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Suburban Propane Partners position as of Q4 2015 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 43 Suburban Propane Partners shares in Q4 2015, an estimated $2K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Suburban Propane Partners in Q2 2013 and held it in 10 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Suburban Propane Partners position peaked at $2K in Q3 2015.
165 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q4 2015.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2015, filed 27 Jan 2016.