MWAM
SPH icon

Mariner Wealth Advisors (Madison)’s Suburban Propane Partners SPH Stock Holding History

Mariner Wealth Advisors (Madison)’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
2013
Q3 		$861K Buy
18,400
+17,400
+1,740% +$815K 0.35% 29
2013
Q2 		$46K Buy
+1,000
New +$47.2K 0.02% 77

Other funds holding SPH

Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
O
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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
CNB
City National Bank Beverly Hills, Delaware $11.6B AUM 3.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s SPH Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) increased its Suburban Propane Partners (SPH) stake by 1,740% in Q3 2013, buying an estimated $815K and bringing the position to 18,400 shares worth $861K. The position accounts for 0.35% of the portfolio, ranked #29.

Mariner Wealth Advisors (Madison) first reported a position in SPH in Q2 2013 and has held it in 2 quarters since. 181 funds tracked by Wall St. Rank hold SPH as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 18,400 shares of Suburban Propane Partners worth $861K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) bought 17,400 Suburban Propane Partners shares in Q3 2013, an estimated $815K.
  • Suburban Propane Partners made up 0.35% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #29 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in Suburban Propane Partners in Q2 2013 and has held it in 2 quarters since.
  • 181 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.