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

LPL 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 Q4	–	Sell	-25,000	Closed	-$294K	–	4494
2021 Q3	$294K	Buy	+25,000	New	+$318K	﹤0.01%	3668

Other funds holding SHLX

Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

LPL Financial's SHLX Position: Q4 2022 in Review

LPL Financial sold out of Shell Midstream Partners, L.P. (SHLX) in Q4 2022, closing a stake of 43,150 shares — an estimated $682K sold.

LPL Financial first reported a position in SHLX in Q4 2016 and held it in 21 quarters. The position peaked at $1.31M in Q3 2021. 2 funds tracked by Wall St. Rank hold SHLX as of Q4 2022.

LPL Financial reported no remaining Shell Midstream Partners, L.P. position as of Q4 2022 after selling out during the quarter.
LPL Financial sold 43,150 Shell Midstream Partners, L.P. shares in Q4 2022, an estimated $682K.
LPL Financial first reported a position in Shell Midstream Partners, L.P. in Q4 2016 and held it in 21 quarters.
LPL Financial's Shell Midstream Partners, L.P. position peaked at $1.31M in Q3 2021.
2 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q4 2022.

Based on LPL Financial's 13F filing for Q4 2022, filed 7 Feb 2023.