CIBC Private Wealth Group
SHLX

CIBC Private Wealth Group’s Shell Midstream Partners, L.P. SHLX Stock Holding History

CIBC Private Wealth Group’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
Q1 		– Sell
-11,500
Closed -$132K – 1327
2021
Q4 		$132K Hold
11,500
– – ﹤0.01% 990
2021
Q3 		$135K Hold
11,500
– – ﹤0.01% 911
2021
Q2 		$170K Buy
+11,500
New +$172K ﹤0.01% 1005
2021
Q1 		– Sell
-400,000
Closed -$4.03M – 1068
2020
Q4 		$4.03M Sell
400,000
-147,426
-27% -$1.44M 0.01% 406
2020
Q3 		$5.18M Buy
547,426
+518,508
+1,793% +$5.68M 0.02% 359
2020
Q2 		$354K Sell
28,918
-225,008
-89% -$2.89M ﹤0.01% 550
2020
Q1 		$2.53M Sell
253,926
-52,552
-17% -$897K 0.01% 378
2019
Q4 		$6.19M Sell
306,478
-949,378
-76% -$19.2M 0.02% 342
2019
Q3 		$25.7M Sell
1,255,856
-399,997
-24% -$8.25M 0.09% 173
2019
Q2 		$34.3M Sell
1,655,853
-656,429
-28% -$13.5M 0.12% 160
2019
Q1 		$47.3M Sell
2,312,282
-145,997
-6% -$2.8M 0.18% 135
2018
Q4 		$40.3M Buy
2,458,279
+149,226
+6% +$2.95M 0.18% 134
2018
Q3 		$49.4M Buy
2,309,053
+614,820
+36% +$13.9M 0.19% 139
2018
Q2 		$37.6M Sell
1,694,233
-446,593
-21% -$9.94M 0.15% 148
2018
Q1 		$45.1M Buy
2,140,826
+888,185
+71% +$23.4M 0.2% 134
2017
Q4 		$37.4M Sell
1,252,641
-192,126
-13% -$5.22M 0.16% 154
2017
Q3 		$40.2M Buy
1,444,767
+414,216
+40% +$11.6M 0.18% 142
2017
Q2 		$31.2M Sell
1,030,551
-140,798
-12% -$4.36M 0.2% 107
2017
Q1 		$37.8M Sell
1,171,349
-366,554
-24% -$11.7M 0.24% 102
2016
Q4 		$44.7M Sell
1,537,903
-28,864
-2% -$804K 0.3% 86
2016
Q3 		$50.3M Sell
1,566,767
-18,650
-1% -$587K 0.35% 80
2016
Q2 		$53.6M Buy
1,585,417
+1,320,052
+497% +$45.7M 0.39% 76
2016
Q1 		$9.71M Buy
265,365
+9,289
+4% +$327K 0.08% 201
2015
Q4 		$10.6M Buy
256,076
+9,986
+4% +$350K 0.08% 186
2015
Q3 		$7.24M Sell
246,090
-225,776
-48% -$8.86M 0.06% 231
2015
Q2 		$21.5M Sell
471,866
-429,751
-48% -$18.4M 0.16% 120
2015
Q1 		$35.2M Buy
901,617
+595,428
+194% +$23.5M 0.26% 95
2014
Q4 		$12.5M Buy
+306,189
New +$10.9M 0.1% 161

Other funds holding SHLX

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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
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 $2.78B AUM 20.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CIBC Private Wealth Group's SHLX Position: Q1 2022 in Review

CIBC Private Wealth Group sold out of Shell Midstream Partners, L.P. (SHLX) in Q1 2022, closing a stake of 11,500 shares — an estimated $132K sold.

CIBC Private Wealth Group first reported a position in SHLX in Q4 2014 and held it in 28 quarters. The position peaked at $53.6M in Q2 2016. 124 funds tracked by Wall St. Rank hold SHLX as of Q1 2022.

  • CIBC Private Wealth Group reported no remaining Shell Midstream Partners, L.P. position as of Q1 2022 after selling out during the quarter.
  • CIBC Private Wealth Group sold 11,500 Shell Midstream Partners, L.P. shares in Q1 2022, an estimated $132K.
  • CIBC Private Wealth Group first reported a position in Shell Midstream Partners, L.P. in Q4 2014 and held it in 28 quarters.
  • CIBC Private Wealth Group's Shell Midstream Partners, L.P. position peaked at $53.6M in Q2 2016.
  • 124 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q1 2022.

Based on CIBC Private Wealth Group's 13F filing for Q1 2022, filed 16 May 2022.