Berman Capital Advisors’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Berman Capital Advisors’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 Q3	$10K	Hold	900	–	–	﹤0.01%	1206
2021 Q2	$13K	Hold	900	–	–	﹤0.01%	1071
2021 Q1	$12K	Hold	900	–	–	﹤0.01%	987
2020 Q4	$9K	Sell	900 -1,100	-55%	-$10.7K	﹤0.01%	976
2020 Q3	$18K	Hold	2,000	–	–	0.01%	634
2020 Q2	$24K	Sell	2,000 -5,060	-72%	-$65.1K	0.01%	499
2020 Q1	$69K	Sell	7,060 -1,565	-18%	-$26.7K	0.02%	242
2019 Q4	$174K	Sell	8,625 -419	-5%	-$8.49K	0.05%	154
2019 Q3	$184K	Buy	9,044 +144	+2%	+$2.97K	0.06%	140
2019 Q2	$182K	Buy	8,900 +8,531	+2,312%	+$175K	0.06%	139
2019 Q1	$7K	Buy	369 +85	+30%	+$1.63K	﹤0.01%	796
2018 Q4	$4K	Buy	+284	New	+$5.61K	﹤0.01%	771

Other funds holding SHLX

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 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 $6.22B AUM 18.97% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Berman Capital Advisors's SHLX Position: Q3 2021 in Review

Berman Capital Advisors held its Shell Midstream Partners, L.P. (SHLX) position steady in Q3 2021 at 900 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1206.

Berman Capital Advisors first reported a position in SHLX in Q4 2018 and has held it in 12 quarters since. The position peaked at $184K in Q3 2019. 127 funds tracked by Wall St. Rank hold SHLX as of Q3 2021.

Berman Capital Advisors held 900 shares of Shell Midstream Partners, L.P. worth $10K as of Q3 2021.
Berman Capital Advisors left its Shell Midstream Partners, L.P. share count unchanged in Q3 2021.
Shell Midstream Partners, L.P. made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1206 holding.
Berman Capital Advisors first reported a position in Shell Midstream Partners, L.P. in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Shell Midstream Partners, L.P. position peaked at $184K in Q3 2019.
127 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.