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 $9.84B AUM 26.47% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Cedar Wealth Management's SHLX Position: Q4 2019 in Review

Cedar Wealth Management sold out of Shell Midstream Partners, L.P. (SHLX) in Q4 2019, closing a stake of 290 shares — an estimated $6K sold.

Cedar Wealth Management first reported a position in SHLX in Q1 2017 and held it in 8 quarters. The position peaked at $152K in Q4 2017. 164 funds tracked by Wall St. Rank hold SHLX as of Q4 2019.

Cedar Wealth Management reported no remaining Shell Midstream Partners, L.P. position as of Q4 2019 after selling out during the quarter.
Cedar Wealth Management sold 290 Shell Midstream Partners, L.P. shares in Q4 2019, an estimated $6K.
Cedar Wealth Management first reported a position in Shell Midstream Partners, L.P. in Q1 2017 and held it in 8 quarters.
Cedar Wealth Management's Shell Midstream Partners, L.P. position peaked at $152K in Q4 2017.
164 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q4 2019.

Based on Cedar Wealth Management's 13F filing for Q4 2019, filed 29 Jan 2020.