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Shine Investment Advisory Services’s Suburban Propane Partners SPH Stock Holding History

Shine Investment Advisory 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
2020
Q2 		– Sell
-694
Closed -$10K – 765
2020
Q1 		$10K Buy
+694
New +$13.5K ﹤0.01% 522

Other funds holding SPH

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SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Shine Investment Advisory Services's SPH Position: Q2 2020 in Review

Shine Investment Advisory Services sold out of Suburban Propane Partners (SPH) in Q2 2020, closing a stake of 694 shares — an estimated $10K sold.

Shine Investment Advisory Services first reported a position in SPH in Q1 2020 and held it in 1 quarter. The position peaked at $10K in Q1 2020. 133 funds tracked by Wall St. Rank hold SPH as of Q2 2020.

  • Shine Investment Advisory Services reported no remaining Suburban Propane Partners position as of Q2 2020 after selling out during the quarter.
  • Shine Investment Advisory Services sold 694 Suburban Propane Partners shares in Q2 2020, an estimated $10K.
  • Shine Investment Advisory Services first reported a position in Suburban Propane Partners in Q1 2020 and held it in 1 quarter.
  • Shine Investment Advisory Services's Suburban Propane Partners position peaked at $10K in Q1 2020.
  • 133 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q2 2020.

Based on Shine Investment Advisory Services's 13F filing for Q2 2020, filed 29 Jul 2020.