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

Regal 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
2013
Q4 		– Sell
-110
Closed -$5K – 945
2013
Q3 		$5K Hold
110
– – ﹤0.01% 711
2013
Q2 		$5K Buy
+110
New +$5.2K ﹤0.01% 706

Other funds holding SPH

Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CNB
City National Bank Beverly Hills, Delaware $11.6B AUM 3.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Regal Investment Advisors's SPH Position: Q4 2013 in Review

Regal Investment Advisors sold out of Suburban Propane Partners (SPH) in Q4 2013, closing a stake of 110 shares — an estimated $5K sold.

Regal Investment Advisors first reported a position in SPH in Q2 2013 and held it in 2 quarters. The position peaked at $5K in Q3 2013. 185 funds tracked by Wall St. Rank hold SPH as of Q4 2013.

  • Regal Investment Advisors reported no remaining Suburban Propane Partners position as of Q4 2013 after selling out during the quarter.
  • Regal Investment Advisors sold 110 Suburban Propane Partners shares in Q4 2013, an estimated $5K.
  • Regal Investment Advisors first reported a position in Suburban Propane Partners in Q2 2013 and held it in 2 quarters.
  • Regal Investment Advisors's Suburban Propane Partners position peaked at $5K in Q3 2013.
  • 185 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q4 2013.

Based on Regal Investment Advisors's 13F filing for Q4 2013, filed 6 Feb 2014.