AWG
SHLX

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

Altus Wealth 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
2021
Q1 		– Sell
-1,100
Closed -$11K – 827
2020
Q4 		$11K Buy
+1,100
New +$10.7K 0.01% 513

Other funds holding SHLX

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Altus Wealth Group's SHLX Position: Q1 2021 in Review

Altus Wealth Group sold out of Shell Midstream Partners, L.P. (SHLX) in Q1 2021, closing a stake of 1,100 shares — an estimated $11K sold.

Altus Wealth Group first reported a position in SHLX in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 132 funds tracked by Wall St. Rank hold SHLX as of Q1 2021.

  • Altus Wealth Group reported no remaining Shell Midstream Partners, L.P. position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 1,100 Shell Midstream Partners, L.P. shares in Q1 2021, an estimated $11K.
  • Altus Wealth Group first reported a position in Shell Midstream Partners, L.P. in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's Shell Midstream Partners, L.P. position peaked at $11K in Q4 2020.
  • 132 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.