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Smart Portfolios LLC’s Suburban Propane Partners SPH Stock Holding History

Smart Portfolios LLC’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
2018
Q4 		– Sell
-515
Closed -$12K – 221
2018
Q3 		$12K Hold
515
– – 0.01% 113
2018
Q2 		$12K Hold
515
– – 0.01% 112
2018
Q1 		$11K Buy
+515
New +$12.6K 0.01% 105

Other funds holding SPH

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Smart Portfolios LLC's SPH Position: Q4 2018 in Review

Smart Portfolios LLC sold out of Suburban Propane Partners (SPH) in Q4 2018, closing a stake of 515 shares — an estimated $12K sold.

Smart Portfolios LLC first reported a position in SPH in Q1 2018 and held it in 3 quarters. The position peaked at $12K in Q3 2018. 167 funds tracked by Wall St. Rank hold SPH as of Q4 2018.

  • Smart Portfolios LLC reported no remaining Suburban Propane Partners position as of Q4 2018 after selling out during the quarter.
  • Smart Portfolios LLC sold 515 Suburban Propane Partners shares in Q4 2018, an estimated $12K.
  • Smart Portfolios LLC first reported a position in Suburban Propane Partners in Q1 2018 and held it in 3 quarters.
  • Smart Portfolios LLC's Suburban Propane Partners position peaked at $12K in Q3 2018.
  • 167 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q4 2018.

Based on Smart Portfolios LLC's 13F filing for Q4 2018, filed 11 Feb 2019.