BCWM
SHLX

Bartlett & Co Wealth Management’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Bartlett & Co 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
2021
Q1 		– Sell
-119
Closed -$1.2K – 1214
2020
Q4 		$1.2K Buy
+119
New +$1.16K ﹤0.01% 1013

Other funds holding SHLX

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bartlett & Co Wealth Management's SHLX Position: Q1 2021 in Review

Bartlett & Co Wealth Management sold out of Shell Midstream Partners, L.P. (SHLX) in Q1 2021, closing a stake of 119 shares — an estimated $1.2K sold.

Bartlett & Co Wealth Management first reported a position in SHLX in Q4 2020 and held it in 1 quarter. The position peaked at $1.2K in Q4 2020. 132 funds tracked by Wall St. Rank hold SHLX as of Q1 2021.

  • Bartlett & Co Wealth Management reported no remaining Shell Midstream Partners, L.P. position as of Q1 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 119 Shell Midstream Partners, L.P. shares in Q1 2021, an estimated $1.2K.
  • Bartlett & Co Wealth Management first reported a position in Shell Midstream Partners, L.P. in Q4 2020 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Shell Midstream Partners, L.P. position peaked at $1.2K in Q4 2020.
  • 132 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q1 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2021, filed 14 Feb 2024.