EWM
SHLX

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

Executive 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
2019
Q3 		– Sell
-715
Closed -$15K – 878
2019
Q2 		$15K Buy
715
+14
+2% +$288 ﹤0.01% 538
2019
Q1 		$14K Sell
701
-31
-4% -$595 ﹤0.01% 495
2018
Q4 		$12K Buy
+732
New +$14.5K ﹤0.01% 532

Other funds holding SHLX

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $6.36B AUM 17.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Executive Wealth Management's SHLX Position: Q3 2019 in Review

Executive Wealth Management sold out of Shell Midstream Partners, L.P. (SHLX) in Q3 2019, closing a stake of 715 shares — an estimated $15K sold.

Executive Wealth Management first reported a position in SHLX in Q4 2018 and held it in 3 quarters. The position peaked at $15K in Q2 2019. 147 funds tracked by Wall St. Rank hold SHLX as of Q3 2019.

  • Executive Wealth Management reported no remaining Shell Midstream Partners, L.P. position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 715 Shell Midstream Partners, L.P. shares in Q3 2019, an estimated $15K.
  • Executive Wealth Management first reported a position in Shell Midstream Partners, L.P. in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Shell Midstream Partners, L.P. position peaked at $15K in Q2 2019.
  • 147 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.