DF
SHLX

Donoghue Forlines’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Donoghue Forlines’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
Q4 		– Sell
-16,749
Closed -$265K – 279
2022
Q3 		$265K Sell
16,749
-29,956
-64% -$463K 0.1% 184
2022
Q2 		$657K Buy
46,705
+10,472
+29% +$148K 0.17% 149
2022
Q1 		$515K Buy
+36,233
New +$485K 0.11% 248

Other funds holding SHLX

AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Donoghue Forlines's SHLX Position: Q4 2022 in Review

Donoghue Forlines sold out of Shell Midstream Partners, L.P. (SHLX) in Q4 2022, closing a stake of 16,749 shares — an estimated $265K sold.

Donoghue Forlines first reported a position in SHLX in Q1 2022 and held it in 3 quarters. The position peaked at $657K in Q2 2022. 2 funds tracked by Wall St. Rank hold SHLX as of Q4 2022.

  • Donoghue Forlines reported no remaining Shell Midstream Partners, L.P. position as of Q4 2022 after selling out during the quarter.
  • Donoghue Forlines sold 16,749 Shell Midstream Partners, L.P. shares in Q4 2022, an estimated $265K.
  • Donoghue Forlines first reported a position in Shell Midstream Partners, L.P. in Q1 2022 and held it in 3 quarters.
  • Donoghue Forlines's Shell Midstream Partners, L.P. position peaked at $657K in Q2 2022.
  • 2 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q4 2022.

Based on Donoghue Forlines's 13F filing for Q4 2022, filed 8 Feb 2023.