MI
SHLX

Montage Investments’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Montage Investments’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
2016
Q3 		$345K Buy
10,768
+4,841
+82% +$152K 0.19% 132
2016
Q2 		$200K Buy
+5,927
New +$205K 0.14% 152

Other funds holding SHLX

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return

Montage Investments's SHLX Position: Q3 2016 in Review

Montage Investments increased its Shell Midstream Partners, L.P. (SHLX) stake by 82% in Q3 2016, buying an estimated $152K and bringing the position to 10,768 shares worth $345K. The position accounts for 0.19% of the portfolio, ranked #132.

Montage Investments first reported a position in SHLX in Q2 2016 and has held it in 2 quarters since. 141 funds tracked by Wall St. Rank hold SHLX as of Q3 2016.

  • Montage Investments held 10,768 shares of Shell Midstream Partners, L.P. worth $345K as of Q3 2016.
  • Montage Investments bought 4,841 Shell Midstream Partners, L.P. shares in Q3 2016, an estimated $152K.
  • Shell Midstream Partners, L.P. made up 0.19% of Montage Investments's portfolio in Q3 2016, its #132 holding.
  • Montage Investments first reported a position in Shell Midstream Partners, L.P. in Q2 2016 and has held it in 2 quarters since.
  • 141 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q3 2016.

Based on Montage Investments's 13F filing for Q3 2016, filed 10 Nov 2016.