AE Wealth Management
SHLX

AE Wealth Management’s Shell Midstream Partners, L.P. SHLX Stock Holding History

AE Wealth 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
Q3 		– Sell
-26,493
Closed -$373K – 1911
2022
Q2 		$373K Buy
+26,493
New +$374K ﹤0.01% 1340

Other funds holding SHLX

ALPS Advisors
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
KL
KIM LLC Wichita, Kansas $1B AUM 29.68% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
ING Group
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AE Wealth Management's SHLX Position: Q3 2022 in Review

AE Wealth Management sold out of Shell Midstream Partners, L.P. (SHLX) in Q3 2022, closing a stake of 26,493 shares — an estimated $373K sold.

AE Wealth Management first reported a position in SHLX in Q2 2022 and held it in 1 quarter. The position peaked at $373K in Q2 2022. 116 funds tracked by Wall St. Rank hold SHLX as of Q3 2022.

  • AE Wealth Management reported no remaining Shell Midstream Partners, L.P. position as of Q3 2022 after selling out during the quarter.
  • AE Wealth Management sold 26,493 Shell Midstream Partners, L.P. shares in Q3 2022, an estimated $373K.
  • AE Wealth Management first reported a position in Shell Midstream Partners, L.P. in Q2 2022 and held it in 1 quarter.
  • AE Wealth Management's Shell Midstream Partners, L.P. position peaked at $373K in Q2 2022.
  • 116 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q3 2022.

Based on AE Wealth Management's 13F filing for Q3 2022, filed 25 Oct 2022.