Lee Financial’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Lee Financial’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 Q3	–	Sell	-2,787	Closed	-$41K	–	751
2021 Q2	$41K	Sell	2,787 -1,097	-28%	-$16.4K	0.01%	250
2021 Q1	$52K	Sell	3,884 -788	-17%	-$9.33K	0.01%	229
2020 Q4	$47K	Hold	4,672	–	–	0.01%	217
2020 Q3	$44K	Hold	4,672	–	–	0.01%	246
2020 Q2	$57K	Buy	4,672 +849	+22%	+$10.9K	0.02%	191
2020 Q1	$38K	Buy	3,823 +995	+35%	+$17K	0.01%	193
2019 Q4	$57K	Buy	2,828 +202	+8%	+$4.1K	0.01%	182
2019 Q3	$54K	Hold	2,626	–	–	0.01%	184
2019 Q2	$54K	Buy	+2,626	New	+$53.9K	0.01%	195
2018 Q3	–	Sell	-2,456	Closed	-$54K	–	765
2018 Q2	$54K	Hold	2,456	–	–	0.01%	261
2018 Q1	$52K	Buy	+2,456	New	+$64.8K	0.01%	259

Other funds holding SHLX

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

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

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

CCM

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

EIP

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lee Financial's SHLX Position: Q3 2021 in Review

Lee Financial sold out of Shell Midstream Partners, L.P. (SHLX) in Q3 2021, closing a stake of 2,787 shares — an estimated $41K sold.

Lee Financial first reported a position in SHLX in Q1 2018 and held it in 11 quarters. The position peaked at $57K in Q2 2020. 127 funds tracked by Wall St. Rank hold SHLX as of Q3 2021.

Lee Financial reported no remaining Shell Midstream Partners, L.P. position as of Q3 2021 after selling out during the quarter.
Lee Financial sold 2,787 Shell Midstream Partners, L.P. shares in Q3 2021, an estimated $41K.
Lee Financial first reported a position in Shell Midstream Partners, L.P. in Q1 2018 and held it in 11 quarters.
Lee Financial's Shell Midstream Partners, L.P. position peaked at $57K in Q2 2020.
127 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q3 2021.

Based on Lee Financial's 13F filing for Q3 2021, filed 12 Nov 2021.