GWAG
SHLX

Garrett Wealth Advisory Group’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-822
Closed -$16.8K – 689
2019
Q3 		$16.8K Buy
+822
New +$17K 0.01% 221

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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Garrett Wealth Advisory Group's SHLX Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Shell Midstream Partners, L.P. (SHLX) in Q4 2019, closing a stake of 822 shares — an estimated $16.8K sold.

Garrett Wealth Advisory Group first reported a position in SHLX in Q3 2019 and held it in 1 quarter. The position peaked at $16.8K in Q3 2019. 164 funds tracked by Wall St. Rank hold SHLX as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Shell Midstream Partners, L.P. position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 822 Shell Midstream Partners, L.P. shares in Q4 2019, an estimated $16.8K.
  • Garrett Wealth Advisory Group first reported a position in Shell Midstream Partners, L.P. in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Shell Midstream Partners, L.P. position peaked at $16.8K in Q3 2019.
  • 164 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.