DPIM
SHLX

Duff & Phelps Investment Management’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Duff & Phelps Investment Management’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
2020
Q4 		– Sell
-18,000
Closed -$170K – 224
2020
Q3 		$170K Sell
18,000
-211,000
-92% -$2.31M ﹤0.01% 219
2020
Q2 		$2.81M Hold
229,000
– – 0.04% 126
2020
Q1 		$2.29M Buy
+229,000
New +$3.91M 0.04% 123
2019
Q2 		– Sell
-430,625
Closed -$8.81M – 251
2019
Q1 		$8.81M Sell
430,625
-104,000
-19% -$2M 0.13% 108
2018
Q4 		$8.77M Hold
534,625
– – 0.15% 105
2018
Q3 		$11.4M Buy
534,625
+101,300
+23% +$2.28M 0.17% 104
2018
Q2 		$9.61M Hold
433,325
– – 0.14% 116
2018
Q1 		$9.12M Sell
433,325
-50,000
-10% -$1.32M 0.14% 117
2017
Q4 		$14.4M Hold
483,325
– – 0.21% 103
2017
Q3 		$13.5M Hold
483,325
– – 0.19% 116
2017
Q2 		$14.6M Buy
483,325
+500
+0.1% +$15.5K 0.21% 112
2017
Q1 		$15.6M Sell
482,825
-200
-0% -$6.36K 0.22% 110
2016
Q4 		$14.1M Sell
483,025
-2,300
-0.5% -$64K 0.2% 112
2016
Q3 		$15.6M Hold
485,325
– – 0.22% 108
2016
Q2 		$16.4M Buy
485,325
+73,400
+18% +$2.54M 0.25% 101
2016
Q1 		$15.1M Buy
411,925
+178,900
+77% +$6.31M 0.24% 102
2015
Q4 		$9.68M Sell
233,025
-700
-0.3% -$24.6K 0.16% 108
2015
Q3 		$6.88M Buy
233,725
+3,100
+1% +$122K 0.11% 119
2015
Q2 		$10.5M Sell
230,625
-4,375
-2% -$187K 0.16% 115
2015
Q1 		$9.16M Buy
235,000
+10,000
+4% +$395K 0.13% 117
2014
Q4 		$9.22M Buy
+225,000
New +$7.99M 0.13% 113

Other funds holding SHLX

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Duff & Phelps Investment Management's SHLX Position: Q4 2020 in Review

Duff & Phelps Investment Management sold out of Shell Midstream Partners, L.P. (SHLX) in Q4 2020, closing a stake of 18,000 shares — an estimated $170K sold.

Duff & Phelps Investment Management first reported a position in SHLX in Q4 2014 and held it in 21 quarters. The position peaked at $16.4M in Q2 2016. 129 funds tracked by Wall St. Rank hold SHLX as of Q4 2020.

  • Duff & Phelps Investment Management reported no remaining Shell Midstream Partners, L.P. position as of Q4 2020 after selling out during the quarter.
  • Duff & Phelps Investment Management sold 18,000 Shell Midstream Partners, L.P. shares in Q4 2020, an estimated $170K.
  • Duff & Phelps Investment Management first reported a position in Shell Midstream Partners, L.P. in Q4 2014 and held it in 21 quarters.
  • Duff & Phelps Investment Management's Shell Midstream Partners, L.P. position peaked at $16.4M in Q2 2016.
  • 129 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q4 2020.

Based on Duff & Phelps Investment Management's 13F filing for Q4 2020, filed 29 Jan 2021.