Lenox Wealth Advisors’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Lenox Wealth Advisors’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 Q2	–	Sell	-778	Closed	-$10K	–	816
2021 Q1	$10K	Hold	778	–	–	﹤0.01%	427
2020 Q4	$8K	Hold	778	–	–	﹤0.01%	459
2020 Q3	$7K	Hold	778	–	–	﹤0.01%	420
2020 Q2	$10K	Hold	778	–	–	﹤0.01%	384
2020 Q1	$8K	Hold	778	–	–	﹤0.01%	371
2019 Q4	$16K	Hold	778	–	–	﹤0.01%	365
2019 Q3	$16K	Buy	+778	New	+$16.1K	﹤0.01%	319

Other funds holding SHLX

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

CCM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lenox Wealth Advisors's SHLX Position: Q2 2021 in Review

Lenox Wealth Advisors sold out of Shell Midstream Partners, L.P. (SHLX) in Q2 2021, closing a stake of 778 shares — an estimated $10K sold.

Lenox Wealth Advisors first reported a position in SHLX in Q3 2019 and held it in 7 quarters. The position peaked at $16K in Q4 2019. 125 funds tracked by Wall St. Rank hold SHLX as of Q2 2021.

Lenox Wealth Advisors reported no remaining Shell Midstream Partners, L.P. position as of Q2 2021 after selling out during the quarter.
Lenox Wealth Advisors sold 778 Shell Midstream Partners, L.P. shares in Q2 2021, an estimated $10K.
Lenox Wealth Advisors first reported a position in Shell Midstream Partners, L.P. in Q3 2019 and held it in 7 quarters.
Lenox Wealth Advisors's Shell Midstream Partners, L.P. position peaked at $16K in Q4 2019.
125 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q2 2021.

Based on Lenox Wealth Advisors's 13F filing for Q2 2021, filed 8 Jul 2021.