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WFG Advisors’s Suburban Propane Partners SPH Stock Holding History

WFG 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
2016
Q2 		– Sell
-8
Closed – – 1684
2016
Q1 		$0 Sell
8
-208
-96% -$5.47K ﹤0.01% 1671
2015
Q4 		$5K Hold
216
– – ﹤0.01% 1239
2015
Q3 		$7K Sell
216
-56
-21% -$2.06K ﹤0.01% 1192
2015
Q2 		$11K Sell
272
-223
-45% -$9.49K ﹤0.01% 1166
2015
Q1 		$21K Sell
495
-3,916
-89% -$173K 0.01% 975
2014
Q4 		$191K Sell
4,411
-217
-5% -$9.64K 0.04% 438
2014
Q3 		$206K Sell
4,628
-421
-8% -$18.8K 0.04% 440
2014
Q2 		$232K Buy
5,049
+201
+4% +$9.03K 0.04% 422
2014
Q1 		$201K Sell
4,848
-243
-5% -$10.6K 0.04% 428
2013
Q4 		$239K Sell
5,091
-223
-4% -$10.4K 0.03% 476
2013
Q3 		$249K Sell
5,314
-81
-2% -$3.79K 0.04% 428
2013
Q2 		$251K Buy
+5,395
New +$255K 0.04% 414

Other funds holding SPH

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WFG Advisors's SPH Position: Q2 2016 in Review

WFG Advisors sold out of Suburban Propane Partners (SPH) in Q2 2016, closing a stake of 8 shares.

WFG Advisors first reported a position in SPH in Q2 2013 and held it in 12 quarters. The position peaked at $251K in Q2 2013. 163 funds tracked by Wall St. Rank hold SPH as of Q2 2016.

  • WFG Advisors reported no remaining Suburban Propane Partners position as of Q2 2016 after selling out during the quarter.
  • WFG Advisors sold 8 Suburban Propane Partners shares in Q2 2016.
  • WFG Advisors first reported a position in Suburban Propane Partners in Q2 2013 and held it in 12 quarters.
  • WFG Advisors's Suburban Propane Partners position peaked at $251K in Q2 2013.
  • 163 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q2 2016.

Based on WFG Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.