BRWM
SHLX

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

B. Riley 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
2015
Q3 		– Sell
-800
Closed -$36K – 822
2015
Q2 		$36K Sell
800
-200
-20% -$8.57K 0.03% 486
2015
Q1 		$39K Buy
+1,000
New +$39.5K 0.03% 455

Other funds holding SHLX

Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
Center Coast Capital Advisors
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

B. Riley Wealth Management's SHLX Position: Q3 2015 in Review

B. Riley Wealth Management sold out of Shell Midstream Partners, L.P. (SHLX) in Q3 2015, closing a stake of 800 shares — an estimated $36K sold.

B. Riley Wealth Management first reported a position in SHLX in Q1 2015 and held it in 2 quarters. The position peaked at $39K in Q1 2015. 113 funds tracked by Wall St. Rank hold SHLX as of Q3 2015.

  • B. Riley Wealth Management reported no remaining Shell Midstream Partners, L.P. position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 800 Shell Midstream Partners, L.P. shares in Q3 2015, an estimated $36K.
  • B. Riley Wealth Management first reported a position in Shell Midstream Partners, L.P. in Q1 2015 and held it in 2 quarters.
  • B. Riley Wealth Management's Shell Midstream Partners, L.P. position peaked at $39K in Q1 2015.
  • 113 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.