Creative Planning’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Creative Planning’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
2021 Q4	–	Sell	-41,246	Closed	-$485K	–	2251
2021 Q3	$485K	Sell	41,246 -29,995	-42%	-$381K	﹤0.01%	1319
2021 Q2	$1.05M	Buy	+71,241	New	+$1.07M	﹤0.01%	910
2020 Q2	–	Sell	-32,673	Closed	-$326K	–	2168
2020 Q1	$326K	Buy	+32,673	New	+$558K	﹤0.01%	1146
2018 Q1	–	Sell	-7,892	Closed	-$235K	–	2154
2017 Q4	$235K	Buy	+7,892	New	+$214K	﹤0.01%	1499
2017 Q3	–	Sell	-2,215	Closed	-$67K	–	4000
2017 Q2	$67K	Sell	2,215 -193	-8%	-$5.98K	﹤0.01%	2291
2017 Q1	$78K	Buy	2,408 +135	+6%	+$4.29K	﹤0.01%	2134
2016 Q4	$66K	Buy	2,273 +1,472	+184%	+$41K	﹤0.01%	2175
2016 Q3	$26K	Buy	801 +350	+78%	+$11K	﹤0.01%	2880
2016 Q2	$15K	Sell	451 -332	-42%	-$11.5K	﹤0.01%	2990
2016 Q1	$29K	Buy	783 +592	+310%	+$20.9K	﹤0.01%	2493
2015 Q4	$8K	Hold	191	–	–	﹤0.01%	3457
2015 Q3	$6K	Buy	+191	New	+$7.49K	﹤0.01%	3547
2015 Q2	–	Sell	-200	Closed	-$8K	–	3291
2015 Q1	$8K	Buy	+200	New	+$7.89K	﹤0.01%	3350

Other funds holding SHLX

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

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

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

CCM

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

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

EIP

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

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

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

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Creative Planning's SHLX Position: Q4 2021 in Review

Creative Planning sold out of Shell Midstream Partners, L.P. (SHLX) in Q4 2021, closing a stake of 41,246 shares — an estimated $485K sold.

Creative Planning first reported a position in SHLX in Q1 2015 and held it in 13 quarters. The position peaked at $1.05M in Q2 2021. 125 funds tracked by Wall St. Rank hold SHLX as of Q4 2021.

Creative Planning reported no remaining Shell Midstream Partners, L.P. position as of Q4 2021 after selling out during the quarter.
Creative Planning sold 41,246 Shell Midstream Partners, L.P. shares in Q4 2021, an estimated $485K.
Creative Planning first reported a position in Shell Midstream Partners, L.P. in Q1 2015 and held it in 13 quarters.
Creative Planning's Shell Midstream Partners, L.P. position peaked at $1.05M in Q2 2021.
125 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q4 2021.

Based on Creative Planning's 13F filing for Q4 2021, filed 11 Feb 2022.