Fieldpoint Private Securities’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Fieldpoint Private Securities’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
2021 Q2	–	Sell	-394	Closed	-$5K	–	1663
2021 Q1	$5K	Hold	394	–	–	﹤0.01%	1224
2020 Q4	$4K	Buy	+394	New	+$3.84K	﹤0.01%	1211
2020 Q1	–	Sell	-257	Closed	-$5K	–	602
2019 Q4	$5K	Sell	257 -354	-58%	-$7.18K	﹤0.01%	608
2019 Q3	$12K	Sell	611 -455	-43%	-$9.39K	﹤0.01%	566
2019 Q2	$22K	Buy	+1,066	New	+$21.9K	0.01%	518
2017 Q4	–	Sell	-1,671	Closed	-$47K	–	593
2017 Q3	$47K	Buy	+1,671	New	+$46.9K	0.02%	398

Other funds holding SHLX

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

TCA

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

CCM

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

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

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

EIP

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

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

KACA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fieldpoint Private Securities's SHLX Position: Q2 2021 in Review

Fieldpoint Private Securities sold out of Shell Midstream Partners, L.P. (SHLX) in Q2 2021, closing a stake of 394 shares — an estimated $5K sold.

Fieldpoint Private Securities first reported a position in SHLX in Q3 2017 and held it in 6 quarters. The position peaked at $47K in Q3 2017. 125 funds tracked by Wall St. Rank hold SHLX as of Q2 2021.

Fieldpoint Private Securities reported no remaining Shell Midstream Partners, L.P. position as of Q2 2021 after selling out during the quarter.
Fieldpoint Private Securities sold 394 Shell Midstream Partners, L.P. shares in Q2 2021, an estimated $5K.
Fieldpoint Private Securities first reported a position in Shell Midstream Partners, L.P. in Q3 2017 and held it in 6 quarters.
Fieldpoint Private Securities's Shell Midstream Partners, L.P. position peaked at $47K in Q3 2017.
125 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q2 2021.

Based on Fieldpoint Private Securities's 13F filing for Q2 2021, filed 12 Aug 2021.