Great Valley Advisor Group’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Great Valley Advisor 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
2022 Q3	–	Sell	-196,996	Closed	-$2.77M	–	722
2022 Q2	$2.77M	Buy	196,996 +30,831	+19%	+$435K	0.15%	157
2022 Q1	$2.36M	Buy	166,165 +12,970	+8%	+$174K	0.14%	177
2021 Q4	$1.76M	Buy	153,195 +4,146	+3%	+$48.9K	0.11%	198
2021 Q3	$1.75M	Buy	149,049 +114,329	+329%	+$1.45M	0.12%	190
2021 Q2	$513K	Sell	34,720 -124,974	-78%	-$1.87M	0.04%	345
2021 Q1	$2.13M	Buy	159,694 +5,971	+4%	+$70.7K	0.21%	124
2020 Q4	$1.55M	Buy	153,723 +22,974	+18%	+$224K	0.16%	143
2020 Q3	$1.24M	Buy	+130,749	New	+$1.43M	0.15%	151

Other funds holding SHLX

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Great Valley Advisor Group's SHLX Position: Q3 2022 in Review

Great Valley Advisor Group sold out of Shell Midstream Partners, L.P. (SHLX) in Q3 2022, closing a stake of 196,996 shares — an estimated $2.77M sold.

Great Valley Advisor Group first reported a position in SHLX in Q3 2020 and held it in 8 quarters. The position peaked at $2.77M in Q2 2022. 116 funds tracked by Wall St. Rank hold SHLX as of Q3 2022.

Great Valley Advisor Group reported no remaining Shell Midstream Partners, L.P. position as of Q3 2022 after selling out during the quarter.
Great Valley Advisor Group sold 196,996 Shell Midstream Partners, L.P. shares in Q3 2022, an estimated $2.77M.
Great Valley Advisor Group first reported a position in Shell Midstream Partners, L.P. in Q3 2020 and held it in 8 quarters.
Great Valley Advisor Group's Shell Midstream Partners, L.P. position peaked at $2.77M in Q2 2022.
116 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q3 2022.

Based on Great Valley Advisor Group's 13F filing for Q3 2022, filed 21 Oct 2022.