Carroll Financial Associates’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Carroll Financial Associates’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
2020 Q1	–	Sell	-156	Closed	-$3K	–	1754
2019 Q4	$3K	Hold	156	–	–	﹤0.01%	1351
2019 Q3	$3K	Buy	+156	New	+$3.22K	﹤0.01%	1314
2015 Q3	–	Sell	-131	Closed	-$6K	–	1189
2015 Q2	$6K	Buy	+131	New	+$5.61K	﹤0.01%	831

Other funds holding SHLX

TCA

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Carroll Financial Associates's SHLX Position: Q1 2020 in Review

Carroll Financial Associates sold out of Shell Midstream Partners, L.P. (SHLX) in Q1 2020, closing a stake of 156 shares — an estimated $3K sold.

Carroll Financial Associates first reported a position in SHLX in Q2 2015 and held it in 3 quarters. The position peaked at $6K in Q2 2015. 152 funds tracked by Wall St. Rank hold SHLX as of Q1 2020.

Carroll Financial Associates reported no remaining Shell Midstream Partners, L.P. position as of Q1 2020 after selling out during the quarter.
Carroll Financial Associates sold 156 Shell Midstream Partners, L.P. shares in Q1 2020, an estimated $3K.
Carroll Financial Associates first reported a position in Shell Midstream Partners, L.P. in Q2 2015 and held it in 3 quarters.
Carroll Financial Associates's Shell Midstream Partners, L.P. position peaked at $6K in Q2 2015.
152 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q1 2020.

Based on Carroll Financial Associates's 13F filing for Q1 2020, filed 10 Apr 2020.