Mariner Wealth Advisors (Cincinnati)’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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	$239K	Hold	11,200	–	–	0.01%	267
2018 Q2	$248K	Sell	11,200 -1,400	-11%	-$31.1K	0.01%	269
2018 Q1	$265K	Hold	12,600	–	–	0.02%	245
2017 Q4	$376K	Buy	12,600 +3,000	+31%	+$81.5K	0.02%	209
2017 Q3	$267K	Hold	9,600	–	–	0.02%	232
2017 Q2	$291K	Buy	+9,600	New	+$297K	0.02%	217

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

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

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 $813M AUM 36.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati)'s SHLX Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) held its Shell Midstream Partners, L.P. (SHLX) position steady in Q3 2018 at 11,200 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #267.

Mariner Wealth Advisors (Cincinnati) first reported a position in SHLX in Q2 2017 and has held it in 6 quarters since. The position peaked at $376K in Q4 2017. 152 funds tracked by Wall St. Rank hold SHLX as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 11,200 shares of Shell Midstream Partners, L.P. worth $239K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) left its Shell Midstream Partners, L.P. share count unchanged in Q3 2018.
Shell Midstream Partners, L.P. made up 0.01% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #267 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Shell Midstream Partners, L.P. in Q2 2017 and has held it in 6 quarters since.
Mariner Wealth Advisors (Cincinnati)'s Shell Midstream Partners, L.P. position peaked at $376K in Q4 2017.
152 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.