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Nelson Capital Management’s Suburban Propane Partners SPH Stock Holding History

Nelson Capital 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
2019
Q4 		– Sell
-200
Closed -$5K – 259
2019
Q3 		$5K Buy
+200
New +$4.72K ﹤0.01% 279

Other funds holding SPH

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 44.45% 1-Year Est. Return
MOACM
Mutual of America Capital Management New York $10.3B AUM 43.46% 1-Year Est. Return

Nelson Capital Management's SPH Position: Q4 2019 in Review

Nelson Capital Management sold out of Suburban Propane Partners (SPH) in Q4 2019, closing a stake of 200 shares — an estimated $5K sold.

Nelson Capital Management first reported a position in SPH in Q3 2019 and held it in 1 quarter. The position peaked at $5K in Q3 2019. 159 funds tracked by Wall St. Rank hold SPH as of Q4 2019.

  • Nelson Capital Management reported no remaining Suburban Propane Partners position as of Q4 2019 after selling out during the quarter.
  • Nelson Capital Management sold 200 Suburban Propane Partners shares in Q4 2019, an estimated $5K.
  • Nelson Capital Management first reported a position in Suburban Propane Partners in Q3 2019 and held it in 1 quarter.
  • Nelson Capital Management's Suburban Propane Partners position peaked at $5K in Q3 2019.
  • 159 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.