Monetary Management Group’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Monetary Management 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
2020 Q3	–	Sell	-12,600	Closed	-$155K	–	304
2020 Q2	$155K	Buy	12,600 +5,000	+66%	+$64.3K	0.06%	158
2020 Q1	$76K	Buy	7,600 +800	+12%	+$13.7K	0.03%	181
2019 Q4	$137K	Hold	6,800	–	–	0.05%	181
2019 Q3	$139K	Hold	6,800	–	–	0.05%	183
2019 Q2	$141K	Hold	6,800	–	–	0.05%	179
2019 Q1	$139K	Buy	6,800 +6,000	+750%	+$115K	0.06%	181
2018 Q4	$13K	Sell	800 -3,000	-79%	-$59.3K	0.01%	276
2018 Q3	$81K	Hold	3,800	–	–	0.03%	211
2018 Q2	$84K	Hold	3,800	–	–	0.03%	212
2018 Q1	$80K	Hold	3,800	–	–	0.03%	209
2017 Q4	$113K	Hold	3,800	–	–	0.05%	188
2017 Q3	$106K	Hold	3,800	–	–	0.04%	187
2017 Q2	$115K	Hold	3,800	–	–	0.05%	183
2017 Q1	$122K	Buy	+3,800	New	+$121K	0.05%	178

Other funds holding SHLX

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Monetary Management Group's SHLX Position: Q3 2020 in Review

Monetary Management Group sold out of Shell Midstream Partners, L.P. (SHLX) in Q3 2020, closing a stake of 12,600 shares — an estimated $155K sold.

Monetary Management Group first reported a position in SHLX in Q1 2017 and held it in 14 quarters. The position peaked at $155K in Q2 2020. 130 funds tracked by Wall St. Rank hold SHLX as of Q3 2020.

Monetary Management Group reported no remaining Shell Midstream Partners, L.P. position as of Q3 2020 after selling out during the quarter.
Monetary Management Group sold 12,600 Shell Midstream Partners, L.P. shares in Q3 2020, an estimated $155K.
Monetary Management Group first reported a position in Shell Midstream Partners, L.P. in Q1 2017 and held it in 14 quarters.
Monetary Management Group's Shell Midstream Partners, L.P. position peaked at $155K in Q2 2020.
130 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q3 2020.

Based on Monetary Management Group's 13F filing for Q3 2020, filed 12 Nov 2020.