IFAM
SHLX

Institutional & Family Asset Management’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Institutional & Family Asset 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
Q2 		– Sell
-16,216
Closed -$216K – 1025
2021
Q1 		$216K Sell
16,216
-5,620
-26% -$66.6K 0.04% 181
2020
Q4 		$220K Sell
21,836
-2,034
-9% -$19.8K 0.05% 178
2020
Q3 		$226K Hold
23,870
– – 0.05% 155
2020
Q2 		$293K Hold
23,870
– – 0.06% 141
2020
Q1 		$238K Sell
23,870
-1,110
-4% -$18.9K 0.05% 134
2019
Q4 		$505K Sell
24,980
-3,260
-12% -$66.1K 0.11% 121
2019
Q3 		$578K Sell
28,240
-2,230
-7% -$46K 0.13% 109
2019
Q2 		$631K Hold
30,470
– – 0.14% 102
2019
Q1 		$623K Sell
30,470
-630
-2% -$12.1K 0.13% 106
2018
Q4 		$510K Sell
31,100
-1,125
-3% -$22.2K 0.11% 108
2018
Q3 		$689K Buy
32,225
+9,195
+40% +$207K 0.14% 103
2018
Q2 		$511K Buy
23,030
+19,320
+521% +$430K 0.11% 111
2018
Q1 		$78K Sell
3,710
-4,800
-56% -$127K 0.02% 284
2017
Q4 		$254K Hold
8,510
– – 0.05% 149
2017
Q3 		$237K Buy
+8,510
New +$239K 0.05% 162

Other funds holding SHLX

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Institutional & Family Asset Management's SHLX Position: Q2 2021 in Review

Institutional & Family Asset Management sold out of Shell Midstream Partners, L.P. (SHLX) in Q2 2021, closing a stake of 16,216 shares — an estimated $216K sold.

Institutional & Family Asset Management first reported a position in SHLX in Q3 2017 and held it in 15 quarters. The position peaked at $689K in Q3 2018. 125 funds tracked by Wall St. Rank hold SHLX as of Q2 2021.

  • Institutional & Family Asset Management reported no remaining Shell Midstream Partners, L.P. position as of Q2 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 16,216 Shell Midstream Partners, L.P. shares in Q2 2021, an estimated $216K.
  • Institutional & Family Asset Management first reported a position in Shell Midstream Partners, L.P. in Q3 2017 and held it in 15 quarters.
  • Institutional & Family Asset Management's Shell Midstream Partners, L.P. position peaked at $689K in Q3 2018.
  • 125 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q2 2021.

Based on Institutional & Family Asset Management's 13F filing for Q2 2021, filed 10 Aug 2021.