IWP
SHLX

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 $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return