MPM
SHLX

Meritage Portfolio Management’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Meritage Portfolio Management’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
2017
Q4 		– Sell
-70,477
Closed -$1.96M – 222
2017
Q3 		$1.96M Buy
+70,477
New +$1.98M 0.19% 152

Other funds holding SHLX

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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Meritage Portfolio Management's SHLX Position: Q4 2017 in Review

Meritage Portfolio Management sold out of Shell Midstream Partners, L.P. (SHLX) in Q4 2017, closing a stake of 70,477 shares — an estimated $1.96M sold.

Meritage Portfolio Management first reported a position in SHLX in Q3 2017 and held it in 1 quarter. The position peaked at $1.96M in Q3 2017. 150 funds tracked by Wall St. Rank hold SHLX as of Q4 2017.

  • Meritage Portfolio Management reported no remaining Shell Midstream Partners, L.P. position as of Q4 2017 after selling out during the quarter.
  • Meritage Portfolio Management sold 70,477 Shell Midstream Partners, L.P. shares in Q4 2017, an estimated $1.96M.
  • Meritage Portfolio Management first reported a position in Shell Midstream Partners, L.P. in Q3 2017 and held it in 1 quarter.
  • Meritage Portfolio Management's Shell Midstream Partners, L.P. position peaked at $1.96M in Q3 2017.
  • 150 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q4 2017.

Based on Meritage Portfolio Management's 13F filing for Q4 2017, filed 29 Jan 2018.