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Woodmont Investment Counsel’s Suburban Propane Partners SPH Stock Holding History

Woodmont Investment Counsel’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
2015
Q4 		– Sell
-8,600
Closed -$23K – 563
2015
Q3 		$23K Buy
+8,600
New +$317K 0.01% 336

Other funds holding SPH

O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Woodmont Investment Counsel's SPH Position: Q2 2017 in Review

Woodmont Investment Counsel sold out of Suburban Propane Partners (SPH) in Q2 2017, closing a stake of 31,544 shares — an estimated $948K sold.

Woodmont Investment Counsel first reported a position in SPH in Q1 2014 and held it in 13 quarters. The position peaked at $1.71M in Q1 2016. 143 funds tracked by Wall St. Rank hold SPH as of Q2 2017.

  • Woodmont Investment Counsel reported no remaining Suburban Propane Partners position as of Q2 2017 after selling out during the quarter.
  • Woodmont Investment Counsel sold 31,544 Suburban Propane Partners shares in Q2 2017, an estimated $948K.
  • Woodmont Investment Counsel first reported a position in Suburban Propane Partners in Q1 2014 and held it in 13 quarters.
  • Woodmont Investment Counsel's Suburban Propane Partners position peaked at $1.71M in Q1 2016.
  • 143 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q2 2017.

Based on Woodmont Investment Counsel's 13F filing for Q2 2017, filed 11 Aug 2017.