BWCS
SHLX

Beirne Wealth Consulting Services’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Beirne Wealth Consulting Services’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
2019
Q3 		– Sell
-9,799
Closed -$203K – 141
2019
Q2 		$203K Sell
9,799
-605
-6% -$12.4K 0.18% 125
2019
Q1 		$213K Sell
10,404
-155
-1% -$2.98K 0.17% 167
2018
Q4 		$173K Buy
+10,559
New +$209K 0.15% 167

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
KACA
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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Beirne Wealth Consulting Services's SHLX Position: Q3 2019 in Review

Beirne Wealth Consulting Services sold out of Shell Midstream Partners, L.P. (SHLX) in Q3 2019, closing a stake of 9,799 shares — an estimated $203K sold.

Beirne Wealth Consulting Services first reported a position in SHLX in Q4 2018 and held it in 3 quarters. The position peaked at $213K in Q1 2019. 147 funds tracked by Wall St. Rank hold SHLX as of Q3 2019.

  • Beirne Wealth Consulting Services reported no remaining Shell Midstream Partners, L.P. position as of Q3 2019 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 9,799 Shell Midstream Partners, L.P. shares in Q3 2019, an estimated $203K.
  • Beirne Wealth Consulting Services first reported a position in Shell Midstream Partners, L.P. in Q4 2018 and held it in 3 quarters.
  • Beirne Wealth Consulting Services's Shell Midstream Partners, L.P. position peaked at $213K in Q1 2019.
  • 147 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q3 2019.

Based on Beirne Wealth Consulting Services's 13F filing for Q3 2019, filed 7 Nov 2019.