Pathstone Family Office
SHLX

Pathstone Family Office’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Pathstone Family Office’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
Q2 		– Sell
-560
Closed -$6K – 1025
2020
Q1 		$6K Buy
+560
New +$9.56K ﹤0.01% 606
2019
Q4 		– Sell
-528
Closed -$11K – 656
2019
Q3 		$11K Buy
+528
New +$10.9K ﹤0.01% 480

Other funds holding SHLX

Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pathstone Family Office's SHLX Position: Q2 2020 in Review

Pathstone Family Office sold out of Shell Midstream Partners, L.P. (SHLX) in Q2 2020, closing a stake of 560 shares — an estimated $6K sold.

Pathstone Family Office first reported a position in SHLX in Q3 2019 and held it in 2 quarters. The position peaked at $11K in Q3 2019. 141 funds tracked by Wall St. Rank hold SHLX as of Q2 2020.

  • Pathstone Family Office reported no remaining Shell Midstream Partners, L.P. position as of Q2 2020 after selling out during the quarter.
  • Pathstone Family Office sold 560 Shell Midstream Partners, L.P. shares in Q2 2020, an estimated $6K.
  • Pathstone Family Office first reported a position in Shell Midstream Partners, L.P. in Q3 2019 and held it in 2 quarters.
  • Pathstone Family Office's Shell Midstream Partners, L.P. position peaked at $11K in Q3 2019.
  • 141 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q2 2020.

Based on Pathstone Family Office's 13F filing for Q2 2020, filed 14 Aug 2020.