MWPCG
SHLX

Measured Wealth Private Client Group’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Measured Wealth Private Client Group’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
Q4 		– Sell
-618
Closed -$13K – 767
2018
Q3 		$13K Buy
+618
New +$13.9K 0.01% 586

Other funds holding SHLX

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Measured Wealth Private Client Group's SHLX Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Shell Midstream Partners, L.P. (SHLX) in Q4 2018, closing a stake of 618 shares — an estimated $13K sold.

Measured Wealth Private Client Group first reported a position in SHLX in Q3 2018 and held it in 1 quarter. The position peaked at $13K in Q3 2018. 154 funds tracked by Wall St. Rank hold SHLX as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Shell Midstream Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 618 Shell Midstream Partners, L.P. shares in Q4 2018, an estimated $13K.
  • Measured Wealth Private Client Group first reported a position in Shell Midstream Partners, L.P. in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Shell Midstream Partners, L.P. position peaked at $13K in Q3 2018.
  • 154 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.