Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
TFA
Tobias Financial Advisors’s
Suburban Propane Partners
SPH
Stock Holding History
Tobias Financial Advisors’s Portfolio
SPH Stock Details
SPH Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q1
–
Sell
-86
Closed
-$1K
–
243
2019
Q4
$1K
Buy
+86
New
+$1.97K
﹤0.01%
274
Other funds holding SPH
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
ACM
Abrams Capital Management
Boston, Massachusetts
$4.64B AUM
1.52%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
SOMRS
State of Michigan Retirement System
Lansing, Michigan
$18.9B AUM
27.96%
1-Year Est. Return
ClearBridge Investments
New York
$115B AUM
24.78%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
MHI
Miller Howard Investments
Kingston, New York
$3.66B AUM
20.05%
1-Year Est. Return
Hotchkis & Wiley Capital Management
Los Angeles, California
$32.4B AUM
17.21%
1-Year Est. Return
EIP
Energy Income Partners
Westport, Connecticut
$6.22B AUM
18.97%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close