WealthOne’s Suburban Propane Partners SPH Stock Holding History

WealthOne’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
2019 Q1	–	Sell	-160	Closed	-$3K	–	471
2018 Q4	$3K	Buy	+160	New	+$3.6K	﹤0.01%	535

Other funds holding SPH

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

WealthOne's SPH Position: Q1 2019 in Review

WealthOne sold out of Suburban Propane Partners (SPH) in Q1 2019, closing a stake of 160 shares — an estimated $3K sold.

WealthOne first reported a position in SPH in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 163 funds tracked by Wall St. Rank hold SPH as of Q1 2019.

WealthOne reported no remaining Suburban Propane Partners position as of Q1 2019 after selling out during the quarter.
WealthOne sold 160 Suburban Propane Partners shares in Q1 2019, an estimated $3K.
WealthOne first reported a position in Suburban Propane Partners in Q4 2018 and held it in 1 quarter.
WealthOne's Suburban Propane Partners position peaked at $3K in Q4 2018.
163 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.