OWD
SHLX

Osborn Williams & Donohoe’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Osborn Williams & Donohoe’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
Q1 		– Sell
-11,500
Closed -$232K – 306
2019
Q4 		$232K Hold
11,500
– – 0.02% 290
2019
Q3 		$235K Hold
11,500
– – 0.02% 290
2019
Q2 		$238K Hold
11,500
– – 0.02% 297
2019
Q1 		$237K Buy
+11,500
New +$221K 0.02% 325

Other funds holding SHLX

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Osborn Williams & Donohoe's SHLX Position: Q1 2020 in Review

Osborn Williams & Donohoe sold out of Shell Midstream Partners, L.P. (SHLX) in Q1 2020, closing a stake of 11,500 shares — an estimated $232K sold.

Osborn Williams & Donohoe first reported a position in SHLX in Q1 2019 and held it in 4 quarters. The position peaked at $238K in Q2 2019. 152 funds tracked by Wall St. Rank hold SHLX as of Q1 2020.

  • Osborn Williams & Donohoe reported no remaining Shell Midstream Partners, L.P. position as of Q1 2020 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 11,500 Shell Midstream Partners, L.P. shares in Q1 2020, an estimated $232K.
  • Osborn Williams & Donohoe first reported a position in Shell Midstream Partners, L.P. in Q1 2019 and held it in 4 quarters.
  • Osborn Williams & Donohoe's Shell Midstream Partners, L.P. position peaked at $238K in Q2 2019.
  • 152 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q1 2020.

Based on Osborn Williams & Donohoe's 13F filing for Q1 2020, filed 4 May 2020.