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Stonebridge Financial Planning Group’s Suburban Propane Partners SPH Stock Holding History

Stonebridge Financial Planning 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
2020
Q3 		– Sell
-3,500
Closed -$50K – 403
2020
Q2 		$50K Sell
3,500
-100
-3% -$1.43K 0.04% 180
2020
Q1 		$47K Buy
+3,600
New +$70K 0.05% 174

Other funds holding SPH

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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

Stonebridge Financial Planning Group's SPH Position: Q3 2020 in Review

Stonebridge Financial Planning Group sold out of Suburban Propane Partners (SPH) in Q3 2020, closing a stake of 3,500 shares — an estimated $50K sold.

Stonebridge Financial Planning Group first reported a position in SPH in Q1 2020 and held it in 2 quarters. The position peaked at $50K in Q2 2020. 134 funds tracked by Wall St. Rank hold SPH as of Q3 2020.

  • Stonebridge Financial Planning Group reported no remaining Suburban Propane Partners position as of Q3 2020 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 3,500 Suburban Propane Partners shares in Q3 2020, an estimated $50K.
  • Stonebridge Financial Planning Group first reported a position in Suburban Propane Partners in Q1 2020 and held it in 2 quarters.
  • Stonebridge Financial Planning Group's Suburban Propane Partners position peaked at $50K in Q2 2020.
  • 134 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q3 2020.

Based on Stonebridge Financial Planning Group's 13F filing for Q3 2020, filed 26 Oct 2020.