KA
SHLX

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

Klingman & 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
2016
Q3 		– Sell
-430
Closed -$15K – 395
2016
Q2 		$15K Hold
430
– – ﹤0.01% 282
2016
Q1 		$16K Buy
+430
New +$15.2K 0.01% 277

Other funds holding SHLX

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Klingman & Associates's SHLX Position: Q3 2016 in Review

Klingman & Associates sold out of Shell Midstream Partners, L.P. (SHLX) in Q3 2016, closing a stake of 430 shares — an estimated $15K sold.

Klingman & Associates first reported a position in SHLX in Q1 2016 and held it in 2 quarters. The position peaked at $16K in Q1 2016. 141 funds tracked by Wall St. Rank hold SHLX as of Q3 2016.

  • Klingman & Associates reported no remaining Shell Midstream Partners, L.P. position as of Q3 2016 after selling out during the quarter.
  • Klingman & Associates sold 430 Shell Midstream Partners, L.P. shares in Q3 2016, an estimated $15K.
  • Klingman & Associates first reported a position in Shell Midstream Partners, L.P. in Q1 2016 and held it in 2 quarters.
  • Klingman & Associates's Shell Midstream Partners, L.P. position peaked at $16K in Q1 2016.
  • 141 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q3 2016.

Based on Klingman & Associates's 13F filing for Q3 2016, filed 19 Oct 2016.