MSI Financial Services
SHLX

MSI Financial Services’s Shell Midstream Partners, L.P. SHLX Stock Holding History

MSI Financial Services’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
-551
Closed -$18K – 4071
2016
Q3 		$18K Buy
+551
New +$17.4K ﹤0.01% 2461
2015
Q4 		– Sell
-215
Closed -$6K – 3996
2015
Q3 		$6K Hold
215
– – ﹤0.01% 2351
2015
Q2 		$10K Buy
+215
New +$9.21K ﹤0.01% 2151

Other funds holding SHLX

Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
ALPS Advisors
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
Center Coast Capital Advisors
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MSI Financial Services's SHLX Position: Q4 2016 in Review

MSI Financial Services sold out of Shell Midstream Partners, L.P. (SHLX) in Q4 2016, closing a stake of 551 shares — an estimated $18K sold.

MSI Financial Services first reported a position in SHLX in Q2 2015 and held it in 3 quarters. The position peaked at $18K in Q3 2016. 145 funds tracked by Wall St. Rank hold SHLX as of Q4 2016.

  • MSI Financial Services reported no remaining Shell Midstream Partners, L.P. position as of Q4 2016 after selling out during the quarter.
  • MSI Financial Services sold 551 Shell Midstream Partners, L.P. shares in Q4 2016, an estimated $18K.
  • MSI Financial Services first reported a position in Shell Midstream Partners, L.P. in Q2 2015 and held it in 3 quarters.
  • MSI Financial Services's Shell Midstream Partners, L.P. position peaked at $18K in Q3 2016.
  • 145 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.