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

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
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
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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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.