Envestnet Asset Management
SHLX

Envestnet Asset Management’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Envestnet Asset 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
-11,556
Closed -$109K – 3360
2020
Q3 		$109K Sell
11,556
-11,002
-49% -$120K ﹤0.01% 3005
2020
Q2 		$278K Sell
22,558
-16,780
-43% -$216K ﹤0.01% 2718
2020
Q1 		$393K Buy
39,338
+1,826
+5% +$31.2K ﹤0.01% 2416
2019
Q4 		$758K Buy
37,512
+3,058
+9% +$62K ﹤0.01% 2196
2019
Q3 		$705K Sell
34,454
-448
-1% -$9.24K ﹤0.01% 2172
2019
Q2 		$723K Buy
34,902
+11,277
+48% +$232K ﹤0.01% 2165
2019
Q1 		$483K Buy
23,625
+7,423
+46% +$142K ﹤0.01% 2367
2018
Q4 		$266K Buy
+16,202
New +$320K ﹤0.01% 2497
2018
Q3 		– Sell
-1,947
Closed -$43K – 2817
2018
Q2 		$43K Hold
1,947
– – ﹤0.01% 2249
2018
Q1 		$41K Sell
1,947
-363
-16% -$9.57K ﹤0.01% 2199
2017
Q4 		$69K Buy
2,310
+309
+15% +$8.4K ﹤0.01% 2221
2017
Q3 		$55K Sell
2,001
-2,899
-59% -$81.3K ﹤0.01% 2261
2017
Q2 		$148K Buy
4,900
+274
+6% +$8.49K ﹤0.01% 1985
2017
Q1 		$149K Buy
4,626
+63
+1% +$2K ﹤0.01% 2042
2016
Q4 		$133K Sell
4,563
-1,213
-21% -$33.8K ﹤0.01% 2065
2016
Q3 		$185K Sell
5,776
-4,197
-42% -$132K ﹤0.01% 2050
2016
Q2 		$337K Buy
9,973
+3,375
+51% +$117K ﹤0.01% 1837
2016
Q1 		$242K Buy
6,598
+5,112
+344% +$180K ﹤0.01% 1965
2015
Q4 		$62K Buy
+1,486
New +$52.1K ﹤0.01% 2582

Other funds holding SHLX

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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 $299B AUM 28.69% 1-Year Est. Return

Envestnet Asset Management's SHLX Position: Q4 2020 in Review

Envestnet Asset Management sold out of Shell Midstream Partners, L.P. (SHLX) in Q4 2020, closing a stake of 11,556 shares — an estimated $109K sold.

Envestnet Asset Management first reported a position in SHLX in Q4 2015 and held it in 19 quarters. The position peaked at $758K in Q4 2019. 129 funds tracked by Wall St. Rank hold SHLX as of Q4 2020.

  • Envestnet Asset Management reported no remaining Shell Midstream Partners, L.P. position as of Q4 2020 after selling out during the quarter.
  • Envestnet Asset Management sold 11,556 Shell Midstream Partners, L.P. shares in Q4 2020, an estimated $109K.
  • Envestnet Asset Management first reported a position in Shell Midstream Partners, L.P. in Q4 2015 and held it in 19 quarters.
  • Envestnet Asset Management's Shell Midstream Partners, L.P. position peaked at $758K in Q4 2019.
  • 129 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q4 2020.

Based on Envestnet Asset Management's 13F filing for Q4 2020, filed 2 Feb 2021.