Mosaic Family Wealth’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Mosaic Family Wealth’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 Q4	–	Sell	-402	Closed	-$13K	–	760
2016 Q3	$13K	Hold	402	–	–	0.01%	491
2016 Q2	$14K	Buy	402 +1	+0.2%	+$35	0.01%	493
2016 Q1	$14K	Hold	401	–	–	0.01%	484
2015 Q4	$16K	Buy	+401	New	+$14.1K	0.01%	479

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

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 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

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mosaic Family Wealth's SHLX Position: Q4 2016 in Review

Mosaic Family Wealth sold out of Shell Midstream Partners, L.P. (SHLX) in Q4 2016, closing a stake of 402 shares — an estimated $13K sold.

Mosaic Family Wealth first reported a position in SHLX in Q4 2015 and held it in 4 quarters. The position peaked at $16K in Q4 2015. 145 funds tracked by Wall St. Rank hold SHLX as of Q4 2016.

Mosaic Family Wealth reported no remaining Shell Midstream Partners, L.P. position as of Q4 2016 after selling out during the quarter.
Mosaic Family Wealth sold 402 Shell Midstream Partners, L.P. shares in Q4 2016, an estimated $13K.
Mosaic Family Wealth first reported a position in Shell Midstream Partners, L.P. in Q4 2015 and held it in 4 quarters.
Mosaic Family Wealth's Shell Midstream Partners, L.P. position peaked at $16K in Q4 2015.
145 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q4 2016.

Based on Mosaic Family Wealth's 13F filing for Q4 2016, filed 10 Feb 2017.