HFP
SHLX

Holistic Financial Partners’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Holistic Financial Partners’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
Q2 		– Sell
-10,149
Closed -$208K – 108
2019
Q1 		$208K Buy
+10,149
New +$195K 0.09% 110

Other funds holding SHLX

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Holistic Financial Partners's SHLX Position: Q2 2019 in Review

Holistic Financial Partners sold out of Shell Midstream Partners, L.P. (SHLX) in Q2 2019, closing a stake of 10,149 shares — an estimated $208K sold.

Holistic Financial Partners first reported a position in SHLX in Q1 2019 and held it in 1 quarter. The position peaked at $208K in Q1 2019. 153 funds tracked by Wall St. Rank hold SHLX as of Q2 2019.

  • Holistic Financial Partners reported no remaining Shell Midstream Partners, L.P. position as of Q2 2019 after selling out during the quarter.
  • Holistic Financial Partners sold 10,149 Shell Midstream Partners, L.P. shares in Q2 2019, an estimated $208K.
  • Holistic Financial Partners first reported a position in Shell Midstream Partners, L.P. in Q1 2019 and held it in 1 quarter.
  • Holistic Financial Partners's Shell Midstream Partners, L.P. position peaked at $208K in Q1 2019.
  • 153 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q2 2019.

Based on Holistic Financial Partners's 13F filing for Q2 2019, filed 7 Aug 2019.