Commonwealth Equity Services’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Commonwealth Equity Services’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 Q2	–	Sell	-25,117	Closed	-$357K	–	3849
2022 Q1	$357K	Buy	25,117 +408	+2%	+$5.46K	﹤0.01%	2816
2021 Q4	$284K	Buy	24,709 +2,094	+9%	+$24.7K	﹤0.01%	3022
2021 Q3	$266K	Sell	22,615 -200	-0.9%	-$2.54K	﹤0.01%	3037
2021 Q2	$336K	Sell	22,815 -750	-3%	-$11.2K	﹤0.01%	2800
2021 Q1	$314K	Buy	23,565 +3,238	+16%	+$38.3K	﹤0.01%	2721
2020 Q4	$204K	Buy	+20,327	New	+$198K	﹤0.01%	2907
2018 Q1	–	Sell	-11,732	Closed	-$350K	–	2796
2017 Q4	$350K	Sell	11,732 -522	-4%	-$14.2K	﹤0.01%	1937
2017 Q3	$341K	Buy	12,254 +582	+5%	+$16.3K	﹤0.01%	1874
2017 Q2	$354K	Buy	+11,672	New	+$362K	﹤0.01%	1805

Other funds holding SHLX

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Commonwealth Equity Services's SHLX Position: Q2 2022 in Review

Commonwealth Equity Services sold out of Shell Midstream Partners, L.P. (SHLX) in Q2 2022, closing a stake of 25,117 shares — an estimated $357K sold.

Commonwealth Equity Services first reported a position in SHLX in Q2 2017 and held it in 9 quarters. The position peaked at $357K in Q1 2022. 120 funds tracked by Wall St. Rank hold SHLX as of Q2 2022.

Commonwealth Equity Services reported no remaining Shell Midstream Partners, L.P. position as of Q2 2022 after selling out during the quarter.
Commonwealth Equity Services sold 25,117 Shell Midstream Partners, L.P. shares in Q2 2022, an estimated $357K.
Commonwealth Equity Services first reported a position in Shell Midstream Partners, L.P. in Q2 2017 and held it in 9 quarters.
Commonwealth Equity Services's Shell Midstream Partners, L.P. position peaked at $357K in Q1 2022.
120 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q2 2022.

Based on Commonwealth Equity Services's 13F filing for Q2 2022, filed 19 Jul 2022.