Partnervest Advisory Services’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Partnervest Advisory Services’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 Q2	–	Sell	-7,947	Closed	-$256K	–	215
2017 Q1	$256K	Sell	7,947 -5,761	-42%	-$183K	0.12%	158
2016 Q4	$399K	Sell	13,708 -112	-0.8%	-$3.12K	0.18%	113
2016 Q3	$443K	Buy	13,820 +1,504	+12%	+$47.4K	0.21%	101
2016 Q2	$416K	Buy	12,316 +84	+0.7%	+$2.91K	0.21%	105
2016 Q1	$448K	Buy	12,232 +201	+2%	+$7.09K	0.25%	96
2015 Q4	$500K	Buy	12,031 +2,968	+33%	+$104K	0.28%	79
2015 Q3	$267K	Buy	9,063 +2,011	+29%	+$78.9K	0.15%	124
2015 Q2	$322K	Buy	7,052 +719	+11%	+$30.8K	0.16%	118
2015 Q1	$247K	Buy	+6,333	New	+$250K	0.13%	130

Other funds holding SHLX

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

NXG Investment Management Dallas, Texas $2.01B AUM 30.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return