DAS
SHLX

Dynamic Advisor Solutions’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Dynamic Advisor Solutions’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
Q3 		– Sell
-20,000
Closed -$295K – 827
2021
Q2 		$295K Buy
+20,000
New +$300K 0.02% 545

Other funds holding SHLX

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dynamic Advisor Solutions's SHLX Position: Q3 2021 in Review

Dynamic Advisor Solutions sold out of Shell Midstream Partners, L.P. (SHLX) in Q3 2021, closing a stake of 20,000 shares — an estimated $295K sold.

Dynamic Advisor Solutions first reported a position in SHLX in Q2 2021 and held it in 1 quarter. The position peaked at $295K in Q2 2021. 127 funds tracked by Wall St. Rank hold SHLX as of Q3 2021.

  • Dynamic Advisor Solutions reported no remaining Shell Midstream Partners, L.P. position as of Q3 2021 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 20,000 Shell Midstream Partners, L.P. shares in Q3 2021, an estimated $295K.
  • Dynamic Advisor Solutions first reported a position in Shell Midstream Partners, L.P. in Q2 2021 and held it in 1 quarter.
  • Dynamic Advisor Solutions's Shell Midstream Partners, L.P. position peaked at $295K in Q2 2021.
  • 127 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q3 2021.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2021, filed 28 Oct 2021.