FA
SHLX

Fortis Advisors’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Fortis Advisors’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
2017
Q4 		– Sell
-611
Closed -$17K – 310
2017
Q3 		$17K Buy
+611
New +$17.1K 0.01% 209

Other funds holding SHLX

Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
OppenheimerFunds
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fortis Advisors's SHLX Position: Q4 2017 in Review

Fortis Advisors sold out of Shell Midstream Partners, L.P. (SHLX) in Q4 2017, closing a stake of 611 shares — an estimated $17K sold.

Fortis Advisors first reported a position in SHLX in Q3 2017 and held it in 1 quarter. The position peaked at $17K in Q3 2017. 150 funds tracked by Wall St. Rank hold SHLX as of Q4 2017.

  • Fortis Advisors reported no remaining Shell Midstream Partners, L.P. position as of Q4 2017 after selling out during the quarter.
  • Fortis Advisors sold 611 Shell Midstream Partners, L.P. shares in Q4 2017, an estimated $17K.
  • Fortis Advisors first reported a position in Shell Midstream Partners, L.P. in Q3 2017 and held it in 1 quarter.
  • Fortis Advisors's Shell Midstream Partners, L.P. position peaked at $17K in Q3 2017.
  • 150 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q4 2017.

Based on Fortis Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.