LTFS
SHLX

Ladenburg Thalmann Financial Services’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$9K Sell
464
-1,000
-68% -$20.3K ﹤0.01% 4555
2019
Q3 		$30K Buy
1,464
+214
+17% +$4.42K ﹤0.01% 3783
2019
Q2 		$26K Hold
1,250
– – ﹤0.01% 3903
2019
Q1 		$26K Hold
1,250
– – ﹤0.01% 3843
2018
Q4 		$23K Hold
1,250
– – ﹤0.01% 3796
2018
Q3 		$27K Buy
1,250
+250
+25% +$5.64K ﹤0.01% 3726
2018
Q2 		$21K Hold
1,000
– – ﹤0.01% 3811
2018
Q1 		$21K Sell
1,000
-1,094
-52% -$28.9K ﹤0.01% 3811
2017
Q4 		$63K Buy
2,094
+13
+0.6% +$353 ﹤0.01% 3072
2017
Q3 		$58K Sell
2,081
-1,488
-42% -$41.7K ﹤0.01% 2987
2017
Q2 		$107K Buy
3,569
+1,260
+55% +$39K ﹤0.01% 2474
2017
Q1 		$74K Buy
2,309
+1,008
+77% +$32K ﹤0.01% 2613
2016
Q4 		$38K Buy
1,301
+11
+0.9% +$306 ﹤0.01% 3054
2016
Q3 		$41K Sell
1,290
-214
-14% -$6.74K ﹤0.01% 2943
2016
Q2 		$51K Buy
1,504
+229
+18% +$7.92K ﹤0.01% 2664
2016
Q1 		$47K Buy
1,275
+7
+0.6% +$247 ﹤0.01% 2645
2015
Q4 		$53K Buy
1,268
+6
+0.5% +$210 ﹤0.01% 2516
2015
Q3 		$37K Sell
1,262
-1,545
-55% -$60.6K ﹤0.01% 2678
2015
Q2 		$128K Buy
2,807
+4
+0.1% +$171 ﹤0.01% 1923
2015
Q1 		$109K Buy
2,803
+1,253
+81% +$49.5K ﹤0.01% 2027
2014
Q4 		$64K Buy
+1,550
New +$55K ﹤0.01% 2193

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 23.41% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Ladenburg Thalmann Financial Services's SHLX Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Shell Midstream Partners, L.P. (SHLX) stake by 68% in Q4 2019, selling an estimated $20.3K and leaving 464 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #4555.

Ladenburg Thalmann Financial Services first reported a position in SHLX in Q4 2014 and has held it in 21 quarters since. The position peaked at $128K in Q2 2015. 164 funds tracked by Wall St. Rank hold SHLX as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 464 shares of Shell Midstream Partners, L.P. worth $9K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 1,000 Shell Midstream Partners, L.P. shares in Q4 2019, an estimated $20.3K.
  • Shell Midstream Partners, L.P. made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4555 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Shell Midstream Partners, L.P. in Q4 2014 and has held it in 21 quarters since.
  • Ladenburg Thalmann Financial Services's Shell Midstream Partners, L.P. position peaked at $128K in Q2 2015.
  • 164 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.