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MYCIO Wealth Partners’s Suburban Propane Partners SPH Stock Holding History

MYCIO Wealth Partners’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
Q3 		– Sell
-88
Closed -$4K – 944
2015
Q2 		$4K Buy
+88
New +$3.74K ﹤0.01% 612

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EIP
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CNB
City National Bank Beverly Hills, Delaware $11.6B AUM 3.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MYCIO Wealth Partners's SPH Position: Q3 2015 in Review

MYCIO Wealth Partners sold out of Suburban Propane Partners (SPH) in Q3 2015, closing a stake of 88 shares — an estimated $4K sold.

MYCIO Wealth Partners first reported a position in SPH in Q2 2015 and held it in 1 quarter. The position peaked at $4K in Q2 2015. 171 funds tracked by Wall St. Rank hold SPH as of Q3 2015.

  • MYCIO Wealth Partners reported no remaining Suburban Propane Partners position as of Q3 2015 after selling out during the quarter.
  • MYCIO Wealth Partners sold 88 Suburban Propane Partners shares in Q3 2015, an estimated $4K.
  • MYCIO Wealth Partners first reported a position in Suburban Propane Partners in Q2 2015 and held it in 1 quarter.
  • MYCIO Wealth Partners's Suburban Propane Partners position peaked at $4K in Q2 2015.
  • 171 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q3 2015.

Based on MYCIO Wealth Partners's 13F filing for Q3 2015, filed 6 Nov 2015.