Rockefeller Financial Services’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Rockefeller Financial Services’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
2017 Q4	$17K	Hold	585	–	–	﹤0.01%	482
2017 Q3	$16K	Sell	585 -225	-28%	-$6.31K	﹤0.01%	490
2017 Q2	$25K	Sell	810 -75	-8%	-$2.32K	﹤0.01%	408
2017 Q1	$29K	Buy	885 +150	+20%	+$4.77K	﹤0.01%	420
2016 Q4	$21K	Hold	735	–	–	﹤0.01%	451
2016 Q3	$24K	Hold	735	–	–	﹤0.01%	417
2016 Q2	$25K	Hold	735	–	–	﹤0.01%	427
2016 Q1	$26K	Buy	+735	New	+$25.9K	﹤0.01%	469

Other funds holding SHLX

TCA

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

CCM

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

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

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rockefeller Financial Services's SHLX Position: Q4 2017 in Review

Rockefeller Financial Services held its Shell Midstream Partners, L.P. (SHLX) position steady in Q4 2017 at 585 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

Rockefeller Financial Services first reported a position in SHLX in Q1 2016 and has held it in 8 quarters since. The position peaked at $29K in Q1 2017. 150 funds tracked by Wall St. Rank hold SHLX as of Q4 2017.

Rockefeller Financial Services held 585 shares of Shell Midstream Partners, L.P. worth $17K as of Q4 2017.
Rockefeller Financial Services left its Shell Midstream Partners, L.P. share count unchanged in Q4 2017.
Shell Midstream Partners, L.P. made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #482 holding.
Rockefeller Financial Services first reported a position in Shell Midstream Partners, L.P. in Q1 2016 and has held it in 8 quarters since.
Rockefeller Financial Services's Shell Midstream Partners, L.P. position peaked at $29K in Q1 2017.
150 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.