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

Icon Wealth 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 Q4	–	Sell	-10,025	Closed	-$205K	–	183
2019 Q3	$205K	Sell	10,025 -828	-8%	-$17.1K	0.07%	153
2019 Q2	$225K	Sell	10,853 -51	-0.5%	-$1.05K	0.08%	135
2019 Q1	$223K	Buy	10,904 +987	+10%	+$18.9K	0.08%	137
2018 Q4	$163K	Sell	9,917 -1,849	-16%	-$36.6K	0.08%	159
2018 Q3	$252K	Buy	11,766 +361	+3%	+$8.14K	0.11%	147
2018 Q2	$253K	Sell	11,405 -5,518	-33%	-$123K	0.11%	135
2018 Q1	$356K	Buy	16,923 +3,069	+22%	+$80.9K	0.19%	110
2017 Q4	$413K	Buy	+13,854	New	+$376K	0.2%	100

Other funds holding SHLX

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Icon Wealth Partners's SHLX Position: Q4 2019 in Review

Icon Wealth Partners sold out of Shell Midstream Partners, L.P. (SHLX) in Q4 2019, closing a stake of 10,025 shares — an estimated $205K sold.

Icon Wealth Partners first reported a position in SHLX in Q4 2017 and held it in 8 quarters. The position peaked at $413K in Q4 2017. 164 funds tracked by Wall St. Rank hold SHLX as of Q4 2019.

Icon Wealth Partners reported no remaining Shell Midstream Partners, L.P. position as of Q4 2019 after selling out during the quarter.
Icon Wealth Partners sold 10,025 Shell Midstream Partners, L.P. shares in Q4 2019, an estimated $205K.
Icon Wealth Partners first reported a position in Shell Midstream Partners, L.P. in Q4 2017 and held it in 8 quarters.
Icon Wealth Partners's Shell Midstream Partners, L.P. position peaked at $413K in Q4 2017.
164 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q4 2019.

Based on Icon Wealth Partners's 13F filing for Q4 2019, filed 29 Jan 2020.