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Valeo Financial Advisors’s Suburban Propane Partners SPH Stock Holding History

Valeo Financial Advisors’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
Q4 		– Sell
-200
Closed -$3K – 1834
2020
Q3 		$3K Sell
200
-290
-59% -$3.98K ﹤0.01% 1365
2020
Q2 		$7K Buy
490
+290
+145% +$4.16K ﹤0.01% 1416
2020
Q1 		$3K Hold
200
– – ﹤0.01% 1451
2019
Q4 		$4K Buy
+200
New +$4.59K ﹤0.01% 1357

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Valeo Financial Advisors's SPH Position: Q4 2020 in Review

Valeo Financial Advisors sold out of Suburban Propane Partners (SPH) in Q4 2020, closing a stake of 200 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in SPH in Q4 2019 and held it in 4 quarters. The position peaked at $7K in Q2 2020. 147 funds tracked by Wall St. Rank hold SPH as of Q4 2020.

  • Valeo Financial Advisors reported no remaining Suburban Propane Partners position as of Q4 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 200 Suburban Propane Partners shares in Q4 2020, an estimated $3K.
  • Valeo Financial Advisors first reported a position in Suburban Propane Partners in Q4 2019 and held it in 4 quarters.
  • Valeo Financial Advisors's Suburban Propane Partners position peaked at $7K in Q2 2020.
  • 147 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q4 2020.

Based on Valeo Financial Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.