New Capital Management’s Shell Midstream Partners, L.P. SHLX Stock Holding History

New Capital Management’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 Q2	–	Sell	-161	Closed	-$3K	–	127
2020 Q1	$3K	Hold	161	–	–	0.01%	97
2019 Q4	$3K	Buy	161 +4	+3%	+$81	0.01%	124
2019 Q3	$3K	Buy	157 +3	+2%	+$62	﹤0.01%	123
2019 Q2	$3K	Buy	154 +3	+2%	+$62	0.01%	122
2019 Q1	$3K	Buy	151 +3	+2%	+$58	0.01%	124
2018 Q4	$2K	Buy	148 +3	+2%	+$59	﹤0.01%	118
2018 Q3	$3K	Buy	+145	New	+$3.27K	﹤0.01%	141

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

New Capital Management's SHLX Position: Q2 2020 in Review

New Capital Management sold out of Shell Midstream Partners, L.P. (SHLX) in Q2 2020, closing a stake of 161 shares — an estimated $3K sold.

New Capital Management first reported a position in SHLX in Q3 2018 and held it in 7 quarters. The position peaked at $3K in Q1 2020. 141 funds tracked by Wall St. Rank hold SHLX as of Q2 2020.

New Capital Management reported no remaining Shell Midstream Partners, L.P. position as of Q2 2020 after selling out during the quarter.
New Capital Management sold 161 Shell Midstream Partners, L.P. shares in Q2 2020, an estimated $3K.
New Capital Management first reported a position in Shell Midstream Partners, L.P. in Q3 2018 and held it in 7 quarters.
New Capital Management's Shell Midstream Partners, L.P. position peaked at $3K in Q1 2020.
141 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q2 2020.

Based on New Capital Management's 13F filing for Q2 2020, filed 8 Jul 2020.