AAM
SHLX

Advisors Asset Management’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Advisors Asset Management’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
2022
Q4 		– Sell
-50,301
Closed -$795K – 1529
2022
Q3 		$795K Buy
50,301
+6,169
+14% +$95.3K 0.02% 804
2022
Q2 		$621K Buy
44,132
+22,539
+104% +$318K 0.01% 891
2022
Q1 		$307K Buy
+21,593
New +$289K ﹤0.01% 1131
2021
Q1 		– Sell
-23,701
Closed -$239K – 1546
2020
Q4 		$239K Sell
23,701
-9,798
-29% -$95.5K ﹤0.01% 1176
2020
Q3 		$317K Sell
33,499
-12,913
-28% -$141K 0.01% 1051
2020
Q2 		$569K Sell
46,412
-1,116
-2% -$14.4K 0.01% 871
2020
Q1 		$474K Sell
47,528
-1,124
-2% -$19.2K 0.01% 844
2019
Q4 		$983K Sell
48,652
-138
-0.3% -$2.8K 0.02% 768
2019
Q3 		$998K Sell
48,790
-515
-1% -$10.6K 0.02% 757
2019
Q2 		$1.02M Buy
49,305
+1,911
+4% +$39.2K 0.02% 775
2019
Q1 		$969K Buy
47,394
+25,112
+113% +$482K 0.02% 791
2018
Q4 		$366K Buy
22,282
+10,620
+91% +$210K 0.01% 1057
2018
Q3 		$249K Buy
+11,662
New +$263K ﹤0.01% 1206

Other funds holding SHLX

AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Advisors Asset Management's SHLX Position: Q4 2022 in Review

Advisors Asset Management sold out of Shell Midstream Partners, L.P. (SHLX) in Q4 2022, closing a stake of 50,301 shares — an estimated $795K sold.

Advisors Asset Management first reported a position in SHLX in Q3 2018 and held it in 13 quarters. The position peaked at $1.02M in Q2 2019. 2 funds tracked by Wall St. Rank hold SHLX as of Q4 2022.

  • Advisors Asset Management reported no remaining Shell Midstream Partners, L.P. position as of Q4 2022 after selling out during the quarter.
  • Advisors Asset Management sold 50,301 Shell Midstream Partners, L.P. shares in Q4 2022, an estimated $795K.
  • Advisors Asset Management first reported a position in Shell Midstream Partners, L.P. in Q3 2018 and held it in 13 quarters.
  • Advisors Asset Management's Shell Midstream Partners, L.P. position peaked at $1.02M in Q2 2019.
  • 2 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q4 2022.

Based on Advisors Asset Management's 13F filing for Q4 2022, filed 13 Feb 2023.