Principal Financial Group
SPH icon

Principal Financial Group’s Suburban Propane Partners SPH Stock Holding History

Principal Financial Group’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
-68,805
Closed -$2.74M – 2216
2015
Q2 		$2.74M Buy
+68,805
New +$2.93M ﹤0.01% 1617
2015
Q1 		– Sell
-57,728
Closed -$2.5M – 2200
2014
Q4 		$2.5M Buy
57,728
+12,385
+27% +$550K ﹤0.01% 1639
2014
Q3 		$2.02M Buy
45,343
+6,481
+17% +$289K ﹤0.01% 1650
2014
Q2 		$1.79M Buy
38,862
+7,631
+24% +$343K ﹤0.01% 1708
2014
Q1 		$1.3M Buy
31,231
+7,572
+32% +$332K ﹤0.01% 1739
2013
Q4 		$1.11M Buy
23,659
+4,018
+20% +$187K ﹤0.01% 1760
2013
Q3 		$919K Buy
19,641
+5,629
+40% +$264K ﹤0.01% 1758
2013
Q2 		$651K Buy
+14,012
New +$662K ﹤0.01% 1786

Other funds holding SPH

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O
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EIP
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JP Morgan Chase
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CNB
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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 $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return