PPA
SHLX

Parametric Portfolio Associates’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Parametric Portfolio Associates’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
Q1 		– Sell
-35,469
Closed -$409K – 3796
2021
Q4 		$409K Sell
35,469
-11,748
-25% -$138K ﹤0.01% 3142
2021
Q3 		$556K Sell
47,217
-1,260
-3% -$16K ﹤0.01% 3061
2021
Q2 		$716K Buy
+48,477
New +$726K ﹤0.01% 2925
2020
Q3 		– Sell
-136,581
Closed -$1.68M – 3996
2020
Q2 		$1.68M Buy
+136,581
New +$1.76M ﹤0.01% 2604

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 $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return