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

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First National Trust's SHLX Position: Q2 2020 in Review

First National Trust sold out of Shell Midstream Partners, L.P. (SHLX) in Q2 2020, closing a stake of 11,144 shares — an estimated $111K sold.

First National Trust first reported a position in SHLX in Q3 2018 and held it in 6 quarters. The position peaked at $270K in Q3 2018. 141 funds tracked by Wall St. Rank hold SHLX as of Q2 2020.

First National Trust reported no remaining Shell Midstream Partners, L.P. position as of Q2 2020 after selling out during the quarter.
First National Trust sold 11,144 Shell Midstream Partners, L.P. shares in Q2 2020, an estimated $111K.
First National Trust first reported a position in Shell Midstream Partners, L.P. in Q3 2018 and held it in 6 quarters.
First National Trust's Shell Midstream Partners, L.P. position peaked at $270K in Q3 2018.
141 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q2 2020.

Based on First National Trust's 13F filing for Q2 2020, filed 6 Aug 2020.