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

Lido 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
2020 Q3	–	Sell	-15,000	Closed	-$184K	–	697
2020 Q2	$184K	Buy	+15,000	New	+$193K	0.01%	557
2020 Q1	–	Sell	-32,067	Closed	-$648K	–	699
2019 Q4	$648K	Buy	+32,067	New	+$650K	0.03%	329

Other funds holding SHLX

TCA

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

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

CCM

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

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

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

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

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

KACA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EIP

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

Lido Advisors's SHLX Position: Q3 2020 in Review

Lido Advisors sold out of Shell Midstream Partners, L.P. (SHLX) in Q3 2020, closing a stake of 15,000 shares — an estimated $184K sold.

Lido Advisors first reported a position in SHLX in Q4 2019 and held it in 2 quarters. The position peaked at $648K in Q4 2019. 130 funds tracked by Wall St. Rank hold SHLX as of Q3 2020.

Lido Advisors reported no remaining Shell Midstream Partners, L.P. position as of Q3 2020 after selling out during the quarter.
Lido Advisors sold 15,000 Shell Midstream Partners, L.P. shares in Q3 2020, an estimated $184K.
Lido Advisors first reported a position in Shell Midstream Partners, L.P. in Q4 2019 and held it in 2 quarters.
Lido Advisors's Shell Midstream Partners, L.P. position peaked at $648K in Q4 2019.
130 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q3 2020.

Based on Lido Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.