FWM
SHLX

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

Filbrandt 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
Q3 		– Sell
-35
Closed – – 379
2020
Q2 		$0 Buy
+35
New +$450 ﹤0.01% 475

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 23.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Filbrandt Wealth Management's SHLX Position: Q3 2020 in Review

Filbrandt Wealth Management sold out of Shell Midstream Partners, L.P. (SHLX) in Q3 2020, closing a stake of 35 shares.

Filbrandt Wealth Management first reported a position in SHLX in Q2 2020 and held it in 1 quarter. The position peaked at $0 in Q2 2020. 130 funds tracked by Wall St. Rank hold SHLX as of Q3 2020.

  • Filbrandt Wealth Management reported no remaining Shell Midstream Partners, L.P. position as of Q3 2020 after selling out during the quarter.
  • Filbrandt Wealth Management sold 35 Shell Midstream Partners, L.P. shares in Q3 2020.
  • Filbrandt Wealth Management first reported a position in Shell Midstream Partners, L.P. in Q2 2020 and held it in 1 quarter.
  • Filbrandt Wealth Management's Shell Midstream Partners, L.P. position peaked at $0 in Q2 2020.
  • 130 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q3 2020.

Based on Filbrandt Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.