Bank of Montreal
SHLX

Bank of Montreal’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Bank of Montreal’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
Q4 		– Sell
-20,000
Closed -$589K – 4492
2015
Q3 		$589K Buy
+20,000
New +$785K ﹤0.01% 1785

Other funds holding SHLX

AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bank of Montreal's SHLX Position: Q4 2022 in Review

Bank of Montreal sold out of Shell Midstream Partners, L.P. (SHLX) in Q4 2022, closing a stake of 1,160,581 shares — an estimated $18.4M sold.

Bank of Montreal first reported a position in SHLX in Q1 2015 and held it in 31 quarters. The position peaked at $59.3M in Q1 2018. 2 funds tracked by Wall St. Rank hold SHLX as of Q4 2022.

  • Bank of Montreal reported no remaining Shell Midstream Partners, L.P. position as of Q4 2022 after selling out during the quarter.
  • Bank of Montreal sold 1,160,581 Shell Midstream Partners, L.P. shares in Q4 2022, an estimated $18.4M.
  • Bank of Montreal first reported a position in Shell Midstream Partners, L.P. in Q1 2015 and held it in 31 quarters.
  • Bank of Montreal's Shell Midstream Partners, L.P. position peaked at $59.3M in Q1 2018.
  • 2 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q4 2022.

Based on Bank of Montreal's 13F filing for Q4 2022, filed 1 Feb 2023.