DA
SHLX

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

Doliver 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
2018
Q1 		– Sell
-7,645
Closed -$228K – 386
2017
Q4 		$228K Sell
7,645
-337
-4% -$9.16K 0.09% 211
2017
Q3 		$222K Hold
7,982
– – 0.1% 199
2017
Q2 		$242K Buy
+7,982
New +$247K 0.12% 193

Other funds holding SHLX

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Doliver Advisors's SHLX Position: Q1 2018 in Review

Doliver Advisors sold out of Shell Midstream Partners, L.P. (SHLX) in Q1 2018, closing a stake of 7,645 shares — an estimated $228K sold.

Doliver Advisors first reported a position in SHLX in Q2 2017 and held it in 3 quarters. The position peaked at $242K in Q2 2017. 156 funds tracked by Wall St. Rank hold SHLX as of Q1 2018.

  • Doliver Advisors reported no remaining Shell Midstream Partners, L.P. position as of Q1 2018 after selling out during the quarter.
  • Doliver Advisors sold 7,645 Shell Midstream Partners, L.P. shares in Q1 2018, an estimated $228K.
  • Doliver Advisors first reported a position in Shell Midstream Partners, L.P. in Q2 2017 and held it in 3 quarters.
  • Doliver Advisors's Shell Midstream Partners, L.P. position peaked at $242K in Q2 2017.
  • 156 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q1 2018.

Based on Doliver Advisors's 13F filing for Q1 2018, filed 8 May 2018.