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

LVW 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 Q4	–	Sell	-14,274	Closed	-$135K	–	220
2020 Q3	$135K	Hold	14,274	–	–	0.03%	194
2020 Q2	$175K	Sell	14,274 -9,921	-41%	-$128K	0.04%	192
2020 Q1	$241K	Buy	+24,195	New	+$413K	0.06%	138
2019 Q1	–	Hold	0	–	–	–	163
2018 Q4	–	Hold	0	–	–	–	148
2018 Q3	–	Hold	0	–	–	–	118
2018 Q2	–	Hold	0	–	–	–	70
2018 Q1	–	Hold	0	–	–	–	72
2017 Q4	–	Hold	0	–	–	–	64
2017 Q3	–	Sell	-39,991	Closed	-$1.12M	–	40
2017 Q2	$1.21M	Buy	+39,991	New	+$1.24M	0.43%	38
2017 Q1	–	Hold	0	–	–	–	39
2016 Q4	–	Hold	0	–	–	–	23
2016 Q3	–	Hold	0	–	–	–	8
2016 Q2	–	Sell	-174,269	Closed	-$6.03M	–	7
2016 Q1	$6.38M	Buy	174,269 +20,966	+14%	+$739K	2.04%	6
2015 Q4	$6.36M	Buy	+153,303	New	+$5.38M	2.49%	7
2015 Q3	–	Hold	0	–	–	–	14
2015 Q2	–	Hold	0	–	–	–	8
2015 Q1	–	Hold	0	–	–	–	8
2014 Q4	–	Hold	0	–	–	–	7

Other funds holding SHLX

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KACA

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

LVW Advisors's SHLX Position: Q4 2020 in Review

LVW Advisors sold out of Shell Midstream Partners, L.P. (SHLX) in Q4 2020, closing a stake of 14,274 shares — an estimated $135K sold.

LVW Advisors first reported a position in SHLX in Q4 2015 and held it in 6 quarters. The position peaked at $6.38M in Q1 2016. 129 funds tracked by Wall St. Rank hold SHLX as of Q4 2020.

LVW Advisors reported no remaining Shell Midstream Partners, L.P. position as of Q4 2020 after selling out during the quarter.
LVW Advisors sold 14,274 Shell Midstream Partners, L.P. shares in Q4 2020, an estimated $135K.
LVW Advisors first reported a position in Shell Midstream Partners, L.P. in Q4 2015 and held it in 6 quarters.
LVW Advisors's Shell Midstream Partners, L.P. position peaked at $6.38M in Q1 2016.
129 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q4 2020.

Based on LVW Advisors's 13F filing for Q4 2020, filed 4 Feb 2021.