JPLA
SHLX

Joseph P. Lucia & Associates’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Joseph P. Lucia & Associates’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
-1,000
Closed -$13K – 640
2021
Q1 		$13K Buy
+1,000
New +$11.8K 0.01% 342

Other funds holding SHLX

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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 $6.22B AUM 18.97% 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

Joseph P. Lucia & Associates's SHLX Position: Q2 2021 in Review

Joseph P. Lucia & Associates sold out of Shell Midstream Partners, L.P. (SHLX) in Q2 2021, closing a stake of 1,000 shares — an estimated $13K sold.

Joseph P. Lucia & Associates first reported a position in SHLX in Q1 2021 and held it in 1 quarter. The position peaked at $13K in Q1 2021. 125 funds tracked by Wall St. Rank hold SHLX as of Q2 2021.

  • Joseph P. Lucia & Associates reported no remaining Shell Midstream Partners, L.P. position as of Q2 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 1,000 Shell Midstream Partners, L.P. shares in Q2 2021, an estimated $13K.
  • Joseph P. Lucia & Associates first reported a position in Shell Midstream Partners, L.P. in Q1 2021 and held it in 1 quarter.
  • Joseph P. Lucia & Associates's Shell Midstream Partners, L.P. position peaked at $13K in Q1 2021.
  • 125 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q2 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2021, filed 27 Jul 2021.