IAP
SHLX

Indie Asset Partners’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Indie Asset 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
2020
Q2 		– Sell
-11,600
Closed -$116K – 103
2020
Q1 		$116K Sell
11,600
-5,750
-33% -$98.1K 0.14% 76
2019
Q4 		$351K Buy
+17,350
New +$352K 0.37% 51

Other funds holding SHLX

Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Indie Asset Partners's SHLX Position: Q2 2020 in Review

Indie Asset Partners sold out of Shell Midstream Partners, L.P. (SHLX) in Q2 2020, closing a stake of 11,600 shares — an estimated $116K sold.

Indie Asset Partners first reported a position in SHLX in Q4 2019 and held it in 2 quarters. The position peaked at $351K in Q4 2019. 141 funds tracked by Wall St. Rank hold SHLX as of Q2 2020.

  • Indie Asset Partners reported no remaining Shell Midstream Partners, L.P. position as of Q2 2020 after selling out during the quarter.
  • Indie Asset Partners sold 11,600 Shell Midstream Partners, L.P. shares in Q2 2020, an estimated $116K.
  • Indie Asset Partners first reported a position in Shell Midstream Partners, L.P. in Q4 2019 and held it in 2 quarters.
  • Indie Asset Partners's Shell Midstream Partners, L.P. position peaked at $351K in Q4 2019.
  • 141 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q2 2020.

Based on Indie Asset Partners's 13F filing for Q2 2020, filed 12 Aug 2020.