CWM
SHLX

Cedar Wealth Management’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Cedar 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
2019
Q4 		– Sell
-290
Closed -$6K – 192
2019
Q3 		$6K Buy
+290
New +$5.98K ﹤0.01% 142
2018
Q4 		– Sell
-870
Closed -$19K – 188
2018
Q3 		$19K Sell
870
-420
-33% -$9.47K 0.01% 111
2018
Q2 		$29K Sell
1,290
-4,940
-79% -$110K 0.02% 95
2018
Q1 		$131K Buy
6,230
+1,120
+22% +$29.5K 0.08% 70
2017
Q4 		$152K Sell
5,110
-120
-2% -$3.26K 0.09% 63
2017
Q3 		$146K Buy
5,230
+2,950
+129% +$82.7K 0.09% 69
2017
Q2 		$69K Hold
2,280
– – 0.04% 82
2017
Q1 		$73K Buy
+2,280
New +$72.5K 0.04% 73

Other funds holding SHLX

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return