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Oakworth Capital’s Suburban Propane Partners SPH Stock Holding History

Oakworth Capital’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
2017
Q1 		– Sell
-605
Closed -$17K – 666
2016
Q4 		$17K Buy
+605
New +$18.5K 0.01% 407

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JP Morgan Chase
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ClearBridge Investments
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIP
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NIM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return