PWM
SHLX

Peterson Wealth Management’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Peterson Wealth Management’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
-13,000
Closed -$130K – 53
2020
Q1 		$130K Buy
+13,000
New +$222K 0.16% 44

Other funds holding SHLX

Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.8B AUM 26.47% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Chickasaw Capital Management
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

Peterson Wealth Management's SHLX Position: Q2 2020 in Review

Peterson Wealth Management sold out of Shell Midstream Partners, L.P. (SHLX) in Q2 2020, closing a stake of 13,000 shares — an estimated $130K sold.

Peterson Wealth Management first reported a position in SHLX in Q1 2020 and held it in 1 quarter. The position peaked at $130K in Q1 2020. 141 funds tracked by Wall St. Rank hold SHLX as of Q2 2020.

  • Peterson Wealth Management reported no remaining Shell Midstream Partners, L.P. position as of Q2 2020 after selling out during the quarter.
  • Peterson Wealth Management sold 13,000 Shell Midstream Partners, L.P. shares in Q2 2020, an estimated $130K.
  • Peterson Wealth Management first reported a position in Shell Midstream Partners, L.P. in Q1 2020 and held it in 1 quarter.
  • Peterson Wealth Management's Shell Midstream Partners, L.P. position peaked at $130K in Q1 2020.
  • 141 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q2 2020.

Based on Peterson Wealth Management's 13F filing for Q2 2020, filed 22 Jul 2020.