Advisory Research’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Advisory Research’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 Q3	–	Sell	-1,929,579	Closed	-$40M	–	385
2019 Q2	$40M	Sell	1,929,579 -113,993	-6%	-$2.34M	0.79%	32
2019 Q1	$41.8M	Sell	2,043,572 -1,812,947	-47%	-$34.8M	0.81%	29
2018 Q4	$63.3M	Sell	3,856,519 -564,209	-13%	-$11.2M	1.34%	18
2018 Q3	$94.5M	Buy	4,420,728 +349,010	+9%	+$7.87M	1.55%	15
2018 Q2	$90.3M	Buy	4,071,718 +3,872,788	+1,947%	+$86.2M	1.45%	16
2018 Q1	$4.19M	Sell	198,930 -3,600	-2%	-$94.9K	0.08%	154
2017 Q4	$6.04M	Buy	202,530 +4,845	+2%	+$132K	0.1%	138
2017 Q3	$5.5M	Sell	197,685 -68,805	-26%	-$1.93M	0.09%	148
2017 Q2	$8.07M	Buy	+266,490	New	+$8.26M	0.13%	129
2015 Q4	–	Sell	-54,590	Closed	-$1.61M	–	302
2015 Q3	$1.61M	Sell	54,590 -174,800	-76%	-$6.86M	0.02%	177
2015 Q2	$10.5M	Buy	229,390 +1,395	+0.6%	+$59.8K	0.12%	157
2015 Q1	$8.89M	Sell	227,995 -16,705	-7%	-$659K	0.1%	157
2014 Q4	$10M	Buy	+244,700	New	+$8.68M	0.1%	146

Other funds holding SHLX

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Advisory Research's SHLX Position: Q3 2019 in Review

Advisory Research sold out of Shell Midstream Partners, L.P. (SHLX) in Q3 2019, closing a stake of 1,929,579 shares — an estimated $40M sold.

Advisory Research first reported a position in SHLX in Q4 2014 and held it in 13 quarters. The position peaked at $94.5M in Q3 2018. 147 funds tracked by Wall St. Rank hold SHLX as of Q3 2019.

Advisory Research reported no remaining Shell Midstream Partners, L.P. position as of Q3 2019 after selling out during the quarter.
Advisory Research sold 1,929,579 Shell Midstream Partners, L.P. shares in Q3 2019, an estimated $40M.
Advisory Research first reported a position in Shell Midstream Partners, L.P. in Q4 2014 and held it in 13 quarters.
Advisory Research's Shell Midstream Partners, L.P. position peaked at $94.5M in Q3 2018.
147 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q3 2019.

Based on Advisory Research's 13F filing for Q3 2019, filed 12 Nov 2019.