Cypress Wealth Advisors’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Cypress Wealth Advisors’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 Q1	$981K	Buy	+47,950	New	+$920K	1.12%	33
2018 Q4	–	Sell	-57,500	Closed	-$1.23M	–	86
2018 Q3	$1.23M	Sell	57,500 -35,350	-38%	-$797K	1.29%	29
2018 Q2	$2.06M	Sell	92,850 -4,250	-4%	-$94.5K	2.23%	13
2018 Q1	$2.04M	Sell	97,100 -4,700	-5%	-$124K	2.22%	11
2017 Q4	$3.04M	Buy	+101,800	New	+$2.77M	2.91%	8
2017 Q3	–	Sell	-7,375	Closed	-$223K	–	84
2017 Q2	$223K	Sell	7,375 -30,900	-81%	-$958K	0.26%	72
2017 Q1	$1.23M	Sell	38,275 -1,675	-4%	-$53.3K	0.56%	42
2016 Q4	$1.16M	Buy	39,950 +600	+2%	+$16.7K	0.53%	49
2016 Q3	$1.26M	Sell	39,350 -4,661	-11%	-$147K	0.57%	44
2016 Q2	$1.49M	Buy	44,011 +3,250	+8%	+$112K	0.73%	32
2016 Q1	$1.49M	Sell	40,761 -4,077	-9%	-$144K	0.68%	32
2015 Q4	$1.86M	Buy	44,838 +2,913	+7%	+$102K	0.94%	25
2015 Q3	$1.23M	Hold	41,925	–	–	0.67%	32
2015 Q2	$1.91M	Buy	+41,925	New	+$1.8M	1.12%	22

Other funds holding SHLX

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

CCM

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Cypress Wealth Advisors's SHLX Position: Q1 2019 in Review

Cypress Wealth Advisors opened a new position in Shell Midstream Partners, L.P. (SHLX) in Q1 2019: 47,950 shares worth $981K. The stake represents 1.12% of the portfolio and ranks #33 among its holdings. This is a return to the name: Cypress Wealth Advisors previously reported a position in SHLX as recently as Q3 2018.

Cypress Wealth Advisors first reported a position in SHLX in Q2 2015 and has held it in 14 quarters since. The position peaked at $3.04M in Q4 2017. 155 funds tracked by Wall St. Rank hold SHLX as of Q1 2019.

Cypress Wealth Advisors held 47,950 shares of Shell Midstream Partners, L.P. worth $981K as of Q1 2019.
Shell Midstream Partners, L.P. was a new Cypress Wealth Advisors position in Q1 2019.
Shell Midstream Partners, L.P. made up 1.12% of Cypress Wealth Advisors's portfolio in Q1 2019, its #33 holding.
Cypress Wealth Advisors first reported a position in Shell Midstream Partners, L.P. in Q2 2015 and has held it in 14 quarters since.
Cypress Wealth Advisors's Shell Midstream Partners, L.P. position peaked at $3.04M in Q4 2017.
155 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.