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

Lenox Wealth Management’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 Q2	$7K	Buy	638 +21	+3%	+$270	﹤0.01%	494
2020 Q1	$6K	Buy	617 +14	+2%	+$239	﹤0.01%	475
2019 Q4	$12K	Buy	603 +13	+2%	+$264	﹤0.01%	423
2019 Q3	$12K	Buy	590 +12	+2%	+$248	﹤0.01%	427
2019 Q2	$11K	Buy	578 +11	+2%	+$226	﹤0.01%	428
2019 Q1	$12K	Buy	567 +12	+2%	+$230	﹤0.01%	427
2018 Q4	$9K	Buy	555 +11	+2%	+$217	﹤0.01%	407
2018 Q3	$12K	Buy	544 +8	+1%	+$180	﹤0.01%	393
2018 Q2	$12K	Buy	536 +9	+2%	+$200	﹤0.01%	353
2018 Q1	$11K	Buy	527 +6	+1%	+$158	﹤0.01%	353
2017 Q4	$16K	Buy	521 +7	+1%	+$190	﹤0.01%	338
2017 Q3	$14K	Buy	514 +6	+1%	+$168	﹤0.01%	354
2017 Q2	$15K	Buy	+508	New	+$15.7K	0.01%	337

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 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

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

KACA

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

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

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

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

Lenox Wealth Management's SHLX Position: Q2 2020 in Review

Lenox Wealth Management increased its Shell Midstream Partners, L.P. (SHLX) stake by 3.4% in Q2 2020, buying an estimated $270 and bringing the position to 638 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

Lenox Wealth Management first reported a position in SHLX in Q2 2017 and has held it in 13 quarters since. The position peaked at $16K in Q4 2017. 141 funds tracked by Wall St. Rank hold SHLX as of Q2 2020.

Lenox Wealth Management held 638 shares of Shell Midstream Partners, L.P. worth $7K as of Q2 2020.
Lenox Wealth Management bought 21 Shell Midstream Partners, L.P. shares in Q2 2020, an estimated $270.
Shell Midstream Partners, L.P. made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #494 holding.
Lenox Wealth Management first reported a position in Shell Midstream Partners, L.P. in Q2 2017 and has held it in 13 quarters since.
Lenox Wealth Management's Shell Midstream Partners, L.P. position peaked at $16K in Q4 2017.
141 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.