United Capital Financial Advisors’s Suburban Propane Partners SPH Stock Holding History

Bought
Maintained
Sold
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

Other funds holding SPH