ECM
SHLX

Evergreen Capital Management’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Evergreen Capital 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
2022
Q2 		– Sell
-13,725
Closed -$195K – 701
2022
Q1 		$195K Sell
13,725
-334,735
-96% -$4.48M 0.01% 623
2021
Q4 		$4.01M Sell
348,460
-10,150
-3% -$120K 0.16% 157
2021
Q3 		$4.22M Buy
358,610
+2,035
+0.6% +$25.9K 0.19% 130
2021
Q2 		$5.27M Sell
356,575
-210,740
-37% -$3.16M 0.25% 104
2021
Q1 		$7.57M Sell
567,315
-6,570
-1% -$77.8K 0.39% 73
2020
Q4 		$5.79M Buy
573,885
+547,705
+2,092% +$5.34M 0.34% 79
2020
Q3 		$248K Sell
26,180
-5,500
-17% -$60.2K 0.02% 353
2020
Q2 		$389K Sell
31,680
-34,075
-52% -$438K 0.03% 271
2020
Q1 		$656K Buy
65,755
+53,355
+430% +$910K 0.06% 201
2019
Q4 		$251K Sell
12,400
-56,185
-82% -$1.14M 0.02% 380
2019
Q3 		$1.4M Sell
68,585
-309,884
-82% -$6.39M 0.13% 134
2019
Q2 		$7.84M Buy
378,469
+46,450
+14% +$954K 0.75% 31
2019
Q1 		$6.79M Sell
332,019
-88,010
-21% -$1.69M 0.68% 37
2018
Q4 		$6.89M Buy
420,029
+200,380
+91% +$3.96M 0.72% 33
2018
Q3 		$4.7M Buy
219,649
+107,099
+95% +$2.41M 0.42% 58
2018
Q2 		$2.5M Sell
112,550
-232,825
-67% -$5.18M 0.23% 91
2018
Q1 		$7.27M Buy
345,375
+88,000
+34% +$2.32M 0.7% 32
2017
Q4 		$7.67M Buy
257,375
+204,475
+387% +$5.56M 0.78% 35
2017
Q3 		$1.47M Buy
+52,900
New +$1.48M 0.17% 105
2015
Q2 		– Sell
-7,200
Closed -$281K – 106
2015
Q1 		$281K Buy
+7,200
New +$284K 0.06% 90

Other funds holding SHLX

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Evergreen Capital Management's SHLX Position: Q2 2022 in Review

Evergreen Capital Management sold out of Shell Midstream Partners, L.P. (SHLX) in Q2 2022, closing a stake of 13,725 shares — an estimated $195K sold.

Evergreen Capital Management first reported a position in SHLX in Q1 2015 and held it in 20 quarters. The position peaked at $7.84M in Q2 2019. 120 funds tracked by Wall St. Rank hold SHLX as of Q2 2022.

  • Evergreen Capital Management reported no remaining Shell Midstream Partners, L.P. position as of Q2 2022 after selling out during the quarter.
  • Evergreen Capital Management sold 13,725 Shell Midstream Partners, L.P. shares in Q2 2022, an estimated $195K.
  • Evergreen Capital Management first reported a position in Shell Midstream Partners, L.P. in Q1 2015 and held it in 20 quarters.
  • Evergreen Capital Management's Shell Midstream Partners, L.P. position peaked at $7.84M in Q2 2019.
  • 120 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q2 2022.

Based on Evergreen Capital Management's 13F filing for Q2 2022, filed 15 Aug 2022.