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	–	1785
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	–	1833
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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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

Wealthspire Advisors (Maryland)'s SPH Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Suburban Propane Partners (SPH) in Q2 2019, closing a stake of 2,012 shares — an estimated $45K sold.

Wealthspire Advisors (Maryland) first reported a position in SPH in Q1 2016 and held it in 9 quarters. The position peaked at $45K in Q1 2019. 159 funds tracked by Wall St. Rank hold SPH as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Suburban Propane Partners position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 2,012 Suburban Propane Partners shares in Q2 2019, an estimated $45K.
Wealthspire Advisors (Maryland) first reported a position in Suburban Propane Partners in Q1 2016 and held it in 9 quarters.
Wealthspire Advisors (Maryland)'s Suburban Propane Partners position peaked at $45K in Q1 2019.
159 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.