BWP
SHLX

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

Baldwin Wealth Partners’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
2018
Q3 		– Sell
-13,120
Closed -$291K – 545
2018
Q2 		$291K Buy
+13,120
New +$292K 0.05% 168

Other funds holding SHLX

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Baldwin Wealth Partners's SHLX Position: Q3 2018 in Review

Baldwin Wealth Partners sold out of Shell Midstream Partners, L.P. (SHLX) in Q3 2018, closing a stake of 13,120 shares — an estimated $291K sold.

Baldwin Wealth Partners first reported a position in SHLX in Q2 2018 and held it in 1 quarter. The position peaked at $291K in Q2 2018. 152 funds tracked by Wall St. Rank hold SHLX as of Q3 2018.

  • Baldwin Wealth Partners reported no remaining Shell Midstream Partners, L.P. position as of Q3 2018 after selling out during the quarter.
  • Baldwin Wealth Partners sold 13,120 Shell Midstream Partners, L.P. shares in Q3 2018, an estimated $291K.
  • Baldwin Wealth Partners first reported a position in Shell Midstream Partners, L.P. in Q2 2018 and held it in 1 quarter.
  • Baldwin Wealth Partners's Shell Midstream Partners, L.P. position peaked at $291K in Q2 2018.
  • 152 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q3 2018.

Based on Baldwin Wealth Partners's 13F filing for Q3 2018, filed 26 Oct 2018.