AG
SHLX

Advisor Group’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Advisor Group’s Portfolio SHLX Stock Details SHLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$82K Buy
4,023
+870
+28% +$17.6K ﹤0.01% 3072
2019
Q3 		$64K Buy
3,153
+1,515
+92% +$31.3K ﹤0.01% 3212
2019
Q2 		$34K Buy
1,638
+1,115
+213% +$22.9K ﹤0.01% 3636
2019
Q1 		$11K Hold
523
– – ﹤0.01% 4341
2018
Q4 		$9K Sell
523
-1,066
-67% -$21.1K ﹤0.01% 4280
2018
Q3 		$34K Buy
1,589
+809
+104% +$18.2K ﹤0.01% 3556
2018
Q2 		$17K Hold
780
– – ﹤0.01% 3818
2018
Q1 		$16K Sell
780
-112
-13% -$2.95K ﹤0.01% 3831
2017
Q4 		$26K Sell
892
-324
-27% -$8.8K ﹤0.01% 3553
2017
Q3 		$34K Sell
1,216
-291
-19% -$8.16K ﹤0.01% 3227
2017
Q2 		$46K Buy
1,507
+5
+0.3% +$155 ﹤0.01% 2904
2017
Q1 		$48K Buy
1,502
+497
+49% +$15.8K ﹤0.01% 2749
2016
Q4 		$29K Buy
1,005
+172
+21% +$4.79K ﹤0.01% 3000
2016
Q3 		$27K Sell
833
-144
-15% -$4.54K ﹤0.01% 2970
2016
Q2 		$33K Buy
+977
New +$33.8K ﹤0.01% 2726

Other funds holding SHLX

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Advisor Group's SHLX Position: Q4 2019 in Review

Advisor Group increased its Shell Midstream Partners, L.P. (SHLX) stake by 28% in Q4 2019, buying an estimated $17.6K and bringing the position to 4,023 shares worth $82K. The position accounts for ﹤0.01% of the portfolio, ranked #3072.

Advisor Group first reported a position in SHLX in Q2 2016 and has held it in 15 quarters since. 164 funds tracked by Wall St. Rank hold SHLX as of Q4 2019.

  • Advisor Group held 4,023 shares of Shell Midstream Partners, L.P. worth $82K as of Q4 2019.
  • Advisor Group bought 870 Shell Midstream Partners, L.P. shares in Q4 2019, an estimated $17.6K.
  • Shell Midstream Partners, L.P. made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3072 holding.
  • Advisor Group first reported a position in Shell Midstream Partners, L.P. in Q2 2016 and has held it in 15 quarters since.
  • 164 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.