Financial Architects (New Jersey)’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Financial Architects (New Jersey)’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
2018 Q1	–	Sell	-670	Closed	-$20K	–	1636
2017 Q4	$20K	Buy	670 +20	+3%	+$543	﹤0.01%	968
2017 Q3	$18K	Buy	650 +50	+8%	+$1.4K	﹤0.01%	980
2017 Q2	$18K	Buy	600 +360	+150%	+$11.2K	﹤0.01%	989
2017 Q1	$8K	Buy	+240	New	+$7.63K	﹤0.01%	1196

Other funds holding SHLX

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

CCM

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Architects (New Jersey)'s SHLX Position: Q1 2018 in Review

Financial Architects (New Jersey) sold out of Shell Midstream Partners, L.P. (SHLX) in Q1 2018, closing a stake of 670 shares — an estimated $20K sold.

Financial Architects (New Jersey) first reported a position in SHLX in Q1 2017 and held it in 4 quarters. The position peaked at $20K in Q4 2017. 155 funds tracked by Wall St. Rank hold SHLX as of Q1 2018.

Financial Architects (New Jersey) reported no remaining Shell Midstream Partners, L.P. position as of Q1 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 670 Shell Midstream Partners, L.P. shares in Q1 2018, an estimated $20K.
Financial Architects (New Jersey) first reported a position in Shell Midstream Partners, L.P. in Q1 2017 and held it in 4 quarters.
Financial Architects (New Jersey)'s Shell Midstream Partners, L.P. position peaked at $20K in Q4 2017.
155 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q1 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2018, filed 23 Apr 2018.