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

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-17,094	Closed	-$161K	–	1109
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

Other funds holding SHLX

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

TCA

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

CCM

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KACA

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Avior Wealth Management's SHLX Position: Q4 2020 in Review

Avior Wealth Management sold out of Shell Midstream Partners, L.P. (SHLX) in Q4 2020, closing a stake of 17,094 shares — an estimated $161K sold.

Avior Wealth Management first reported a position in SHLX in Q2 2015 and held it in 22 quarters. The position peaked at $313K in Q4 2017. 129 funds tracked by Wall St. Rank hold SHLX as of Q4 2020.

Avior Wealth Management reported no remaining Shell Midstream Partners, L.P. position as of Q4 2020 after selling out during the quarter.
Avior Wealth Management sold 17,094 Shell Midstream Partners, L.P. shares in Q4 2020, an estimated $161K.
Avior Wealth Management first reported a position in Shell Midstream Partners, L.P. in Q2 2015 and held it in 22 quarters.
Avior Wealth Management's Shell Midstream Partners, L.P. position peaked at $313K in Q4 2017.
129 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q4 2020.

Based on Avior Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.