PWPS
SPH icon

Pinnacle Wealth Planning Services’s Suburban Propane Partners SPH Stock Holding History

Pinnacle Wealth Planning Services’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
2021
Q1 		– Sell
-4
Closed – – 1704
2020
Q4 		$0 Buy
+4
New +$64 ﹤0.01% 2308

Other funds holding SPH

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Pinnacle Wealth Planning Services's SPH Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Suburban Propane Partners (SPH) in Q1 2021, closing a stake of 4 shares.

Pinnacle Wealth Planning Services first reported a position in SPH in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 136 funds tracked by Wall St. Rank hold SPH as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Suburban Propane Partners position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 4 Suburban Propane Partners shares in Q1 2021.
  • Pinnacle Wealth Planning Services first reported a position in Suburban Propane Partners in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Suburban Propane Partners position peaked at $0 in Q4 2020.
  • 136 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.