Evercore Wealth Management’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Evercore Wealth 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 Q1	–	Sell	-25,000	Closed	-$505K	–	423
2019 Q4	$505K	Hold	25,000	–	–	0.01%	276
2019 Q3	$511K	Buy	25,000 +10,000	+67%	+$206K	0.02%	270
2019 Q2	$311K	Hold	15,000	–	–	0.01%	335
2019 Q1	$307K	Sell	15,000 -318	-2%	-$6.1K	0.01%	326
2018 Q4	$251K	Buy	15,318 +318	+2%	+$6.29K	0.01%	332
2018 Q3	$321K	Buy	+15,000	New	+$338K	0.01%	336

Other funds holding SHLX

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Evercore Wealth Management's SHLX Position: Q1 2020 in Review

Evercore Wealth Management sold out of Shell Midstream Partners, L.P. (SHLX) in Q1 2020, closing a stake of 25,000 shares — an estimated $505K sold.

Evercore Wealth Management first reported a position in SHLX in Q3 2018 and held it in 6 quarters. The position peaked at $511K in Q3 2019. 152 funds tracked by Wall St. Rank hold SHLX as of Q1 2020.

Evercore Wealth Management reported no remaining Shell Midstream Partners, L.P. position as of Q1 2020 after selling out during the quarter.
Evercore Wealth Management sold 25,000 Shell Midstream Partners, L.P. shares in Q1 2020, an estimated $505K.
Evercore Wealth Management first reported a position in Shell Midstream Partners, L.P. in Q3 2018 and held it in 6 quarters.
Evercore Wealth Management's Shell Midstream Partners, L.P. position peaked at $511K in Q3 2019.
152 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q1 2020.

Based on Evercore Wealth Management's 13F filing for Q1 2020, filed 14 May 2020.