Level Four Advisory Services’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Level Four Advisory 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
2018 Q3	–	Sell	-41,449	Closed	-$921K	–	634
2018 Q2	$921K	Buy	41,449 +9,454	+30%	+$210K	0.07%	251
2018 Q1	$673K	Buy	31,995 +2,055	+7%	+$54.2K	0.05%	314
2017 Q4	$893K	Buy	29,940 +58	+0.2%	+$1.58K	0.07%	256
2017 Q3	$832K	Buy	+29,882	New	+$838K	0.07%	254
2017 Q2	–	Sell	-29,976	Closed	-$966K	–	496
2017 Q1	$966K	Sell	29,976 -112	-0.4%	-$3.56K	0.1%	207
2016 Q4	$875K	Buy	+30,088	New	+$838K	0.11%	188

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

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

KACA

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

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

CCM

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Level Four Advisory Services's SHLX Position: Q3 2018 in Review

Level Four Advisory Services sold out of Shell Midstream Partners, L.P. (SHLX) in Q3 2018, closing a stake of 41,449 shares — an estimated $921K sold.

Level Four Advisory Services first reported a position in SHLX in Q4 2016 and held it in 6 quarters. The position peaked at $966K in Q1 2017. 152 funds tracked by Wall St. Rank hold SHLX as of Q3 2018.

Level Four Advisory Services reported no remaining Shell Midstream Partners, L.P. position as of Q3 2018 after selling out during the quarter.
Level Four Advisory Services sold 41,449 Shell Midstream Partners, L.P. shares in Q3 2018, an estimated $921K.
Level Four Advisory Services first reported a position in Shell Midstream Partners, L.P. in Q4 2016 and held it in 6 quarters.
Level Four Advisory Services's Shell Midstream Partners, L.P. position peaked at $966K in Q1 2017.
152 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q3 2018.

Based on Level Four Advisory Services's 13F filing for Q3 2018, filed 14 Nov 2018.