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UCFA
United Capital Financial Advisors’s
Suburban Propane Partners
SPH
Stock Holding History
United Capital 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
2018
Q1
–
Sell
-10,049
Closed
-$238K
–
1361
2017
Q4
$238K
Buy
+10,049
New
+$250K
﹤0.01%
1186
2017
Q3
–
Sell
-10,146
Closed
-$241K
–
1342
2017
Q2
$241K
Sell
10,146
-3,000
-23%
-$74K
﹤0.01%
1148
2017
Q1
$354K
Sell
13,146
-14,849
-53%
-$419K
﹤0.01%
999
2016
Q4
$842K
Sell
27,995
-2,444
-8%
-$74.8K
0.01%
792
2016
Q3
$1.01M
Buy
30,439
+7,116
+31%
+$240K
0.01%
769
2016
Q2
$770K
Buy
23,323
+7,379
+46%
+$235K
0.01%
807
2016
Q1
$477K
Sell
15,944
-1,660
-9%
-$43.7K
0.01%
893
2015
Q4
$428K
Sell
17,604
-5,476
-24%
-$168K
﹤0.01%
917
2015
Q3
$759K
Sell
23,080
-854
-4%
-$31.4K
0.01%
767
2015
Q2
$954K
Sell
23,934
-7,181
-23%
-$306K
0.01%
730
2015
Q1
$1.39M
Buy
31,115
+4,993
+19%
+$221K
0.02%
654
2014
Q4
$1.13M
Buy
26,122
+8,906
+52%
+$396K
0.02%
619
2014
Q3
$767K
Buy
17,216
+5,784
+51%
+$258K
0.01%
681
2014
Q2
$526K
Hold
11,432
–
–
0.01%
673
2014
Q1
$475K
Buy
11,432
+1,200
+12%
+$52.6K
0.01%
647
2013
Q4
$480K
Buy
+10,232
New
+$475K
0.02%
444
2013
Q3
–
Sell
-19,736
Closed
-$917K
–
741
2013
Q2
$917K
Buy
+19,736
New
+$932K
0.02%
416
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15.1%
1-Year Est. Return
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$4.64B AUM
1.52%
1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
CIBC Private Wealth Group
Atlanta, Georgia
$59.2B AUM
20.62%
1-Year Est. Return
ClearBridge Investments
New York
$115B AUM
24.78%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
HHAM
HITE Hedge Asset Management
Braintree, Massachusetts
$1.77B AUM
38.67%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Susquehanna International Group
Bala Cynwyd, Pennsylvania
$77.3B AUM
36.07%
1-Year Est. Return
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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
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