Cetera Investment Advisers
SHLX

Cetera Investment Advisers’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Cetera Investment Advisers’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
2022
Q3 		– Sell
-10,603
Closed -$149K – 1894
2022
Q2 		$149K Buy
+10,603
New +$150K ﹤0.01% 1700
2022
Q1 		– Sell
-12,814
Closed -$148K – 2019
2021
Q4 		$148K Buy
12,814
+1,502
+13% +$17.7K ﹤0.01% 1764
2021
Q3 		$133K Buy
+11,312
New +$144K ﹤0.01% 1716

Other funds holding SHLX

ALPS Advisors
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KL
KIM LLC Wichita, Kansas $1B AUM 29.68% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
ING Group
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers's SHLX Position: Q3 2022 in Review

Cetera Investment Advisers sold out of Shell Midstream Partners, L.P. (SHLX) in Q3 2022, closing a stake of 10,603 shares — an estimated $149K sold.

Cetera Investment Advisers first reported a position in SHLX in Q3 2021 and held it in 3 quarters. The position peaked at $149K in Q2 2022. 116 funds tracked by Wall St. Rank hold SHLX as of Q3 2022.

  • Cetera Investment Advisers reported no remaining Shell Midstream Partners, L.P. position as of Q3 2022 after selling out during the quarter.
  • Cetera Investment Advisers sold 10,603 Shell Midstream Partners, L.P. shares in Q3 2022, an estimated $149K.
  • Cetera Investment Advisers first reported a position in Shell Midstream Partners, L.P. in Q3 2021 and held it in 3 quarters.
  • Cetera Investment Advisers's Shell Midstream Partners, L.P. position peaked at $149K in Q2 2022.
  • 116 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q3 2022.

Based on Cetera Investment Advisers's 13F filing for Q3 2022, filed 14 Nov 2022.