OneDigital Investment Advisors’s Suburban Propane Partners SPH Stock Holding History

OneDigital Investment 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
2019 Q3	–	Sell	-2,487	Closed	-$60K	–	1067
2019 Q2	$60K	Hold	2,487	–	–	﹤0.01%	540
2019 Q1	$56K	Hold	2,487	–	–	0.01%	477
2018 Q4	$48K	Sell	2,487 -550	-18%	-$12.4K	0.01%	469
2018 Q3	$72K	Hold	3,037	–	–	0.02%	330
2018 Q2	$71K	Hold	3,037	–	–	0.01%	409
2018 Q1	$67K	Hold	3,037	–	–	0.01%	445
2017 Q4	$73K	Buy	3,037 +550	+22%	+$13.7K	0.01%	411
2017 Q3	$65K	Sell	2,487 -550	-18%	-$13.4K	0.02%	318
2017 Q2	$72K	Buy	+3,037	New	+$75K	0.02%	383

Other funds holding SPH

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

EIP

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

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OneDigital Investment Advisors's SPH Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Suburban Propane Partners (SPH) in Q3 2019, closing a stake of 2,487 shares — an estimated $60K sold.

OneDigital Investment Advisors first reported a position in SPH in Q2 2017 and held it in 9 quarters. The position peaked at $73K in Q4 2017. 158 funds tracked by Wall St. Rank hold SPH as of Q3 2019.

OneDigital Investment Advisors reported no remaining Suburban Propane Partners position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 2,487 Suburban Propane Partners shares in Q3 2019, an estimated $60K.
OneDigital Investment Advisors first reported a position in Suburban Propane Partners in Q2 2017 and held it in 9 quarters.
OneDigital Investment Advisors's Suburban Propane Partners position peaked at $73K in Q4 2017.
158 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.