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AWM
SHLX
Avior Wealth Management’s
Shell Midstream Partners, L.P.
SHLX
Stock Holding History
Avior Wealth Management’s Portfolio
SHLX Stock Details
SHLX Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q4
–
Sell
-17,094
Closed
-$161K
–
1125
2020
Q3
$161K
Hold
17,094
–
–
0.02%
393
2020
Q2
$209K
Buy
17,094
+2,922
+21%
+$37.6K
0.03%
377
2020
Q1
$141K
Buy
14,172
+3,717
+36%
+$63.4K
0.03%
389
2019
Q4
$211K
Buy
10,455
+1,707
+20%
+$34.6K
0.03%
366
2019
Q3
$178K
Hold
8,748
–
–
0.03%
371
2019
Q2
$181K
Hold
8,748
–
–
0.03%
366
2019
Q1
$178K
Sell
8,748
-549
-6%
-$10.5K
0.04%
358
2018
Q4
$152K
Hold
9,297
–
–
0.04%
370
2018
Q3
$199K
Hold
9,297
–
–
0.04%
343
2018
Q2
$206K
Hold
9,297
–
–
0.05%
321
2018
Q1
$196K
Sell
9,297
-1,211
-12%
-$31.9K
0.05%
318
2017
Q4
$313K
Buy
10,508
+9,892
+1,606%
+$269K
0.07%
238
2017
Q3
$17K
Buy
616
+286
+87%
+$8.02K
0.01%
291
2017
Q2
$10K
Hold
330
–
–
﹤0.01%
314
2017
Q1
$11K
Hold
330
–
–
﹤0.01%
343
2016
Q4
$10K
Hold
330
–
–
﹤0.01%
335
2016
Q3
$11K
Hold
330
–
–
﹤0.01%
333
2016
Q2
$11K
Hold
330
–
–
﹤0.01%
329
2016
Q1
$12K
Buy
330
+60
+22%
+$2.12K
0.01%
334
2015
Q4
$11K
Buy
270
+50
+23%
+$1.75K
0.01%
314
2015
Q3
$6K
Buy
220
+57
+35%
+$2.24K
﹤0.01%
318
2015
Q2
$7K
Buy
+163
New
+$6.98K
0.01%
298
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$21.3B AUM
21.71%
1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
Neuberger Berman Group
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$131B AUM
28.36%
1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
Goldman Sachs
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$761B AUM
31.28%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
KACA
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$5.22B AUM
17.11%
1-Year Est. Return
Mirae Asset Global Investments
Seoul, South Korea
$299B AUM
28.69%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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