MYIA
SHLX

Mount Yale Investment Advisors’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Mount Yale Investment Advisors’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
-2,960
Closed -$56K – 844
2018
Q3 		$56K Hold
2,960
– – 0.01% 580
2018
Q2 		$66K Buy
2,960
+450
+18% +$10K 0.01% 582
2018
Q1 		$53K Buy
+2,510
New +$66.2K 0.01% 604

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 23.41% 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

Mount Yale Investment Advisors's SHLX Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Shell Midstream Partners, L.P. (SHLX) in Q4 2018, closing a stake of 2,960 shares — an estimated $56K sold.

Mount Yale Investment Advisors first reported a position in SHLX in Q1 2018 and held it in 3 quarters. The position peaked at $66K in Q2 2018. 154 funds tracked by Wall St. Rank hold SHLX as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Shell Midstream Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,960 Shell Midstream Partners, L.P. shares in Q4 2018, an estimated $56K.
  • Mount Yale Investment Advisors first reported a position in Shell Midstream Partners, L.P. in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Shell Midstream Partners, L.P. position peaked at $66K in Q2 2018.
  • 154 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.