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

Realta 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
2020
Q1 		– Sell
-200
Closed -$4K – 1228
2019
Q4 		$4K Hold
200
– – ﹤0.01% 1405
2019
Q3 		$5K Hold
200
– – ﹤0.01% 1336
2019
Q2 		$5K Buy
+200
New +$4.65K ﹤0.01% 1386

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
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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Realta Investment Advisors's SPH Position: Q1 2020 in Review

Realta Investment Advisors sold out of Suburban Propane Partners (SPH) in Q1 2020, closing a stake of 200 shares — an estimated $4K sold.

Realta Investment Advisors first reported a position in SPH in Q2 2019 and held it in 3 quarters. The position peaked at $5K in Q3 2019. 150 funds tracked by Wall St. Rank hold SPH as of Q1 2020.

  • Realta Investment Advisors reported no remaining Suburban Propane Partners position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 200 Suburban Propane Partners shares in Q1 2020, an estimated $4K.
  • Realta Investment Advisors first reported a position in Suburban Propane Partners in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Suburban Propane Partners position peaked at $5K in Q3 2019.
  • 150 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.