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

TCA

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

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

CCM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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.