EW
SHLX

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

Evoke Wealth’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
Q2 		– Sell
-780
Closed -$7.78K – 1226
2020
Q1 		$7.78K Sell
780
-4,318
-85% -$73.7K ﹤0.01% 543
2019
Q4 		$103K Buy
5,098
+680
+15% +$13.8K 0.01% 319
2019
Q3 		$90.3K Buy
+4,418
New +$91.2K 0.01% 386

Other funds holding SHLX

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 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

Evoke Wealth's SHLX Position: Q2 2020 in Review

Evoke Wealth sold out of Shell Midstream Partners, L.P. (SHLX) in Q2 2020, closing a stake of 780 shares — an estimated $7.78K sold.

Evoke Wealth first reported a position in SHLX in Q3 2019 and held it in 3 quarters. The position peaked at $103K in Q4 2019. 141 funds tracked by Wall St. Rank hold SHLX as of Q2 2020.

  • Evoke Wealth reported no remaining Shell Midstream Partners, L.P. position as of Q2 2020 after selling out during the quarter.
  • Evoke Wealth sold 780 Shell Midstream Partners, L.P. shares in Q2 2020, an estimated $7.78K.
  • Evoke Wealth first reported a position in Shell Midstream Partners, L.P. in Q3 2019 and held it in 3 quarters.
  • Evoke Wealth's Shell Midstream Partners, L.P. position peaked at $103K in Q4 2019.
  • 141 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q2 2020.

Based on Evoke Wealth's 13F filing for Q2 2020, filed 10 Aug 2020.