FNT
SHLX

First National Trust’s Shell Midstream Partners, L.P. SHLX Stock Holding History

First National Trust’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
-11,144
Closed -$111K – 302
2020
Q1 		$111K Sell
11,144
-696
-6% -$11.9K 0.01% 279
2019
Q4 		$239K Hold
11,840
– – 0.02% 287
2019
Q3 		$242K Buy
11,840
+758
+7% +$15.6K 0.02% 279
2019
Q2 		$230K Sell
11,082
-1,262
-10% -$25.9K 0.02% 298
2019
Q1 		$252K Buy
+12,344
New +$237K 0.03% 282
2018
Q4 		– Sell
-12,628
Closed -$270K – 334
2018
Q3 		$270K Buy
+12,628
New +$285K 0.03% 288

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 $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return