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

Next Financial 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
2017 Q4	–	Sell	-300	Closed	-$8K	–	1534
2017 Q3	$8K	Hold	300	–	–	﹤0.01%	1310
2017 Q2	$9K	Hold	300	–	–	﹤0.01%	1371
2017 Q1	$10K	Sell	300 -7,885	-96%	-$251K	﹤0.01%	1298
2016 Q4	$238K	Buy	+8,185	New	+$228K	0.04%	421

Other funds holding SHLX

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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

KACA

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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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

NIM

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Next Financial Group's SHLX Position: Q4 2017 in Review

Next Financial Group sold out of Shell Midstream Partners, L.P. (SHLX) in Q4 2017, closing a stake of 300 shares — an estimated $8K sold.

Next Financial Group first reported a position in SHLX in Q4 2016 and held it in 4 quarters. The position peaked at $238K in Q4 2016. 150 funds tracked by Wall St. Rank hold SHLX as of Q4 2017.

Next Financial Group reported no remaining Shell Midstream Partners, L.P. position as of Q4 2017 after selling out during the quarter.
Next Financial Group sold 300 Shell Midstream Partners, L.P. shares in Q4 2017, an estimated $8K.
Next Financial Group first reported a position in Shell Midstream Partners, L.P. in Q4 2016 and held it in 4 quarters.
Next Financial Group's Shell Midstream Partners, L.P. position peaked at $238K in Q4 2016.
150 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.