Northeast Financial Consultants’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Northeast Financial Consultants’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
2022 Q3	–	Sell	-415,000	Closed	-$5.84M	–	355
2022 Q2	$5.84M	Sell	415,000 -144,096	-26%	-$2.03M	0.41%	48
2022 Q1	$7.95M	Hold	559,096	–	–	0.46%	45
2021 Q4	$6.44M	Hold	559,096	–	–	0.39%	46
2021 Q3	$6.58M	Hold	559,096	–	–	0.44%	41
2021 Q2	$8.26M	Hold	559,096	–	–	0.56%	34
2021 Q1	$7.46M	Hold	559,096	–	–	0.57%	34
2020 Q4	$5.64M	Hold	559,096	–	–	0.47%	38
2020 Q3	$5.29M	Sell	559,096 -117,899	-17%	-$1.29M	0.48%	36
2020 Q2	$8.31M	Sell	676,995 -186,101	-22%	-$2.39M	0.8%	28
2020 Q1	$8.61M	Buy	863,096 +61,049	+8%	+$1.04M	0.98%	25
2019 Q4	$16.2M	Sell	802,047 -3,110	-0.4%	-$63.1K	1.45%	15
2019 Q3	$16.5M	Buy	+805,157	New	+$16.6M	1.68%	13
2019 Q2	–	Hold	0	–	–	–	12
2019 Q1	–	Hold	0	–	–	–	12
2018 Q4	–	Hold	0	–	–	–	20

Other funds holding SHLX

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northeast Financial Consultants's SHLX Position: Q3 2022 in Review

Northeast Financial Consultants sold out of Shell Midstream Partners, L.P. (SHLX) in Q3 2022, closing a stake of 415,000 shares — an estimated $5.84M sold.

Northeast Financial Consultants first reported a position in SHLX in Q3 2019 and held it in 12 quarters. The position peaked at $16.5M in Q3 2019. 116 funds tracked by Wall St. Rank hold SHLX as of Q3 2022.

Northeast Financial Consultants reported no remaining Shell Midstream Partners, L.P. position as of Q3 2022 after selling out during the quarter.
Northeast Financial Consultants sold 415,000 Shell Midstream Partners, L.P. shares in Q3 2022, an estimated $5.84M.
Northeast Financial Consultants first reported a position in Shell Midstream Partners, L.P. in Q3 2019 and held it in 12 quarters.
Northeast Financial Consultants's Shell Midstream Partners, L.P. position peaked at $16.5M in Q3 2019.
116 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q3 2022.

Based on Northeast Financial Consultants's 13F filing for Q3 2022, filed 15 Nov 2022.