Kore Private Wealth’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Kore Private Wealth’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 Q1	–	Sell	-28,793	Closed	-$582K	–	1230
2019 Q4	$582K	Hold	28,793	–	–	0.11%	126
2019 Q3	$584K	Hold	28,793	–	–	0.13%	119
2019 Q2	$597K	Hold	28,793	–	–	0.13%	116
2019 Q1	$589K	Hold	28,793	–	–	0.13%	110
2018 Q4	$472K	Buy	+28,793	New	+$569K	0.13%	128

Other funds holding SHLX

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Kore Private Wealth's SHLX Position: Q1 2020 in Review

Kore Private Wealth sold out of Shell Midstream Partners, L.P. (SHLX) in Q1 2020, closing a stake of 28,793 shares — an estimated $582K sold.

Kore Private Wealth first reported a position in SHLX in Q4 2018 and held it in 5 quarters. The position peaked at $597K in Q2 2019. 152 funds tracked by Wall St. Rank hold SHLX as of Q1 2020.

Kore Private Wealth reported no remaining Shell Midstream Partners, L.P. position as of Q1 2020 after selling out during the quarter.
Kore Private Wealth sold 28,793 Shell Midstream Partners, L.P. shares in Q1 2020, an estimated $582K.
Kore Private Wealth first reported a position in Shell Midstream Partners, L.P. in Q4 2018 and held it in 5 quarters.
Kore Private Wealth's Shell Midstream Partners, L.P. position peaked at $597K in Q2 2019.
152 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q1 2020.

Based on Kore Private Wealth's 13F filing for Q1 2020, filed 15 May 2020.