NFSG
SHLX

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

Newbridge Financial Services Group’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
2021
Q4 		– Sell
-450
Closed -$5K – 1578
2021
Q3 		$5K Sell
450
-2,753
-86% -$35K ﹤0.01% 1035
2021
Q2 		$47K Buy
3,203
+24
+0.8% +$360 0.03% 466
2021
Q1 		$42K Buy
+3,179
New +$37.6K 0.03% 436

Other funds holding SHLX

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Newbridge Financial Services Group's SHLX Position: Q4 2021 in Review

Newbridge Financial Services Group sold out of Shell Midstream Partners, L.P. (SHLX) in Q4 2021, closing a stake of 450 shares — an estimated $5K sold.

Newbridge Financial Services Group first reported a position in SHLX in Q1 2021 and held it in 3 quarters. The position peaked at $47K in Q2 2021. 125 funds tracked by Wall St. Rank hold SHLX as of Q4 2021.

  • Newbridge Financial Services Group reported no remaining Shell Midstream Partners, L.P. position as of Q4 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 450 Shell Midstream Partners, L.P. shares in Q4 2021, an estimated $5K.
  • Newbridge Financial Services Group first reported a position in Shell Midstream Partners, L.P. in Q1 2021 and held it in 3 quarters.
  • Newbridge Financial Services Group's Shell Midstream Partners, L.P. position peaked at $47K in Q2 2021.
  • 125 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q4 2021.

Based on Newbridge Financial Services Group's 13F filing for Q4 2021, filed 19 Jan 2022.