Proficio Capital Partners’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Proficio Capital Partners’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
2019 Q3	–	Sell	-2,714	Closed	-$56K	–	1728
2019 Q2	$56K	Hold	2,714	–	–	0.02%	334
2019 Q1	$56K	Buy	2,714 +119	+5%	+$2.28K	0.02%	309
2018 Q4	$43K	Hold	2,595	–	–	0.02%	332
2018 Q3	$55K	Hold	2,595	–	–	0.02%	330
2018 Q2	$58K	Buy	2,595 +846	+48%	+$18.8K	0.02%	318
2018 Q1	$37K	Buy	+1,749	New	+$46.1K	0.01%	433
2017 Q4	–	Sell	-9,460	Closed	-$263K	–	1334
2017 Q3	$263K	Hold	9,460	–	–	0.11%	120
2017 Q2	$266K	Buy	9,460 +944	+11%	+$29.3K	0.11%	129
2017 Q1	$266K	Buy	8,516 +2,326	+38%	+$74K	0.12%	126
2016 Q4	$180K	Hold	6,190	–	–	0.08%	143
2016 Q3	$199K	Hold	6,190	–	–	0.11%	124
2016 Q2	$199K	Hold	6,190	–	–	0.12%	124
2016 Q1	$227K	Buy	6,190 +1,020	+20%	+$36K	0.19%	93
2015 Q4	$215K	Buy	+5,170	New	+$181K	0.21%	77

Other funds holding SHLX

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Proficio Capital Partners's SHLX Position: Q3 2019 in Review

Proficio Capital Partners sold out of Shell Midstream Partners, L.P. (SHLX) in Q3 2019, closing a stake of 2,714 shares — an estimated $56K sold.

Proficio Capital Partners first reported a position in SHLX in Q4 2015 and held it in 14 quarters. The position peaked at $266K in Q2 2017. 147 funds tracked by Wall St. Rank hold SHLX as of Q3 2019.

Proficio Capital Partners reported no remaining Shell Midstream Partners, L.P. position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 2,714 Shell Midstream Partners, L.P. shares in Q3 2019, an estimated $56K.
Proficio Capital Partners first reported a position in Shell Midstream Partners, L.P. in Q4 2015 and held it in 14 quarters.
Proficio Capital Partners's Shell Midstream Partners, L.P. position peaked at $266K in Q2 2017.
147 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.