RIG
SHLX

Roosevelt Investment Group’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Roosevelt Investment Group’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
2022
Q3 		$159K Hold
10,040
– – 0.01% 270
2022
Q2 		$141K Hold
10,040
– – 0.01% 274
2022
Q1 		$143K Hold
10,040
– – 0.01% 284
2021
Q4 		$116K Buy
+10,040
New +$118K 0.01% 281

Other funds holding SHLX

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Roosevelt Investment Group's SHLX Position: Q3 2022 in Review

Roosevelt Investment Group held its Shell Midstream Partners, L.P. (SHLX) position steady in Q3 2022 at 10,040 shares worth $159K. The position accounts for 0.01% of the portfolio, ranked #270.

Roosevelt Investment Group first reported a position in SHLX in Q4 2021 and has held it in 4 quarters since. 116 funds tracked by Wall St. Rank hold SHLX as of Q3 2022.

  • Roosevelt Investment Group held 10,040 shares of Shell Midstream Partners, L.P. worth $159K as of Q3 2022.
  • Roosevelt Investment Group left its Shell Midstream Partners, L.P. share count unchanged in Q3 2022.
  • Shell Midstream Partners, L.P. made up 0.01% of Roosevelt Investment Group's portfolio in Q3 2022, its #270 holding.
  • Roosevelt Investment Group first reported a position in Shell Midstream Partners, L.P. in Q4 2021 and has held it in 4 quarters since.
  • 116 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q3 2022.

Based on Roosevelt Investment Group's 13F filing for Q3 2022, filed 19 Oct 2022.