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Wealthspire Advisors (Maryland)’s Suburban Propane Partners SPH Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-2,012
Closed -$45K – 1824
2019
Q1 		$45K Buy
2,012
+52
+3% +$1.15K ﹤0.01% 934
2018
Q4 		$38K Buy
1,960
+1,917
+4,458% +$43.1K ﹤0.01% 972
2018
Q3 		$1K Hold
43
– – ﹤0.01% 2323
2018
Q2 		$1K Hold
43
– – ﹤0.01% 2358
2018
Q1 		$1K Hold
43
– – ﹤0.01% 2395
2017
Q4 		$1K Buy
+43
New +$1.07K ﹤0.01% 2335
2016
Q4 		– Sell
-959
Closed -$32K – 1837
2016
Q3 		$32K Buy
959
+149
+18% +$5.03K 0.01% 912
2016
Q2 		$27K Hold
810
– – ﹤0.01% 900
2016
Q1 		$24K Buy
+810
New +$21.3K ﹤0.01% 907

Other funds holding SPH

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ACM
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return