Groesbeck Investment Management’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Groesbeck Investment Management’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
2021 Q4	–	Sell	-37,393	Closed	-$440K	–	111
2021 Q3	$440K	Sell	37,393 -1,499	-4%	-$19.1K	0.51%	75
2021 Q2	$574K	Hold	38,892	–	–	0.73%	54
2021 Q1	$519K	Buy	+38,892	New	+$461K	0.75%	51
2020 Q4	–	Sell	-24,451	Closed	-$232K	–	91
2020 Q3	$232K	Sell	24,451 -4,078	-14%	-$44.7K	0.43%	72
2020 Q2	$350K	Buy	28,529 +3,286	+13%	+$42.3K	0.69%	58
2020 Q1	$252K	Buy	+25,243	New	+$431K	0.68%	61

Other funds holding SHLX

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CCM

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

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

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

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Groesbeck Investment Management's SHLX Position: Q4 2021 in Review

Groesbeck Investment Management sold out of Shell Midstream Partners, L.P. (SHLX) in Q4 2021, closing a stake of 37,393 shares — an estimated $440K sold.

Groesbeck Investment Management first reported a position in SHLX in Q1 2020 and held it in 6 quarters. The position peaked at $574K in Q2 2021. 125 funds tracked by Wall St. Rank hold SHLX as of Q4 2021.

Groesbeck Investment Management reported no remaining Shell Midstream Partners, L.P. position as of Q4 2021 after selling out during the quarter.
Groesbeck Investment Management sold 37,393 Shell Midstream Partners, L.P. shares in Q4 2021, an estimated $440K.
Groesbeck Investment Management first reported a position in Shell Midstream Partners, L.P. in Q1 2020 and held it in 6 quarters.
Groesbeck Investment Management's Shell Midstream Partners, L.P. position peaked at $574K in Q2 2021.
125 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q4 2021.

Based on Groesbeck Investment Management's 13F filing for Q4 2021, filed 1 Feb 2022.