KA
SHLX

Kaizen Advisory’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Kaizen Advisory’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
2018
Q4 		$600K Sell
36,520
-7,305
-17% -$144K 0.42% 94
2018
Q3 		$937K Buy
+43,825
New +$988K 0.49% 94

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 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
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Kaizen Advisory's SHLX Position: Q4 2018 in Review

Kaizen Advisory reduced its Shell Midstream Partners, L.P. (SHLX) stake by 17% in Q4 2018, selling an estimated $144K and leaving 36,520 shares worth $600K. The position accounts for 0.42% of the portfolio, ranked #94.

Kaizen Advisory first reported a position in SHLX in Q3 2018 and has held it in 2 quarters since. The position peaked at $937K in Q3 2018. 154 funds tracked by Wall St. Rank hold SHLX as of Q4 2018.

  • Kaizen Advisory held 36,520 shares of Shell Midstream Partners, L.P. worth $600K as of Q4 2018.
  • Kaizen Advisory sold 7,305 Shell Midstream Partners, L.P. shares in Q4 2018, an estimated $144K.
  • Shell Midstream Partners, L.P. made up 0.42% of Kaizen Advisory's portfolio in Q4 2018, its #94 holding.
  • Kaizen Advisory first reported a position in Shell Midstream Partners, L.P. in Q3 2018 and has held it in 2 quarters since.
  • Kaizen Advisory's Shell Midstream Partners, L.P. position peaked at $937K in Q3 2018.
  • 154 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.