GWS
SHLX

Glassman Wealth Services’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-227
Closed -$7K – 721
2016
Q4 		$7K Buy
+227
New +$6.32K 0.01% 410

Other funds holding SHLX

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

Glassman Wealth Services's SHLX Position: Q1 2017 in Review

Glassman Wealth Services sold out of Shell Midstream Partners, L.P. (SHLX) in Q1 2017, closing a stake of 227 shares — an estimated $7K sold.

Glassman Wealth Services first reported a position in SHLX in Q4 2016 and held it in 1 quarter. The position peaked at $7K in Q4 2016. 148 funds tracked by Wall St. Rank hold SHLX as of Q1 2017.

  • Glassman Wealth Services reported no remaining Shell Midstream Partners, L.P. position as of Q1 2017 after selling out during the quarter.
  • Glassman Wealth Services sold 227 Shell Midstream Partners, L.P. shares in Q1 2017, an estimated $7K.
  • Glassman Wealth Services first reported a position in Shell Midstream Partners, L.P. in Q4 2016 and held it in 1 quarter.
  • Glassman Wealth Services's Shell Midstream Partners, L.P. position peaked at $7K in Q4 2016.
  • 148 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q1 2017.

Based on Glassman Wealth Services's 13F filing for Q1 2017, filed 11 May 2017.