SFG
SHLX

Sage Financial Group’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Sage Financial 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
2016
Q1 		– Sell
-7,450
Closed -$309K – 63
2015
Q4 		$309K Buy
+7,450
New +$261K 0.1% 36

Other funds holding SHLX

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Sage Financial Group's SHLX Position: Q1 2016 in Review

Sage Financial Group sold out of Shell Midstream Partners, L.P. (SHLX) in Q1 2016, closing a stake of 7,450 shares — an estimated $309K sold.

Sage Financial Group first reported a position in SHLX in Q4 2015 and held it in 1 quarter. The position peaked at $309K in Q4 2015. 143 funds tracked by Wall St. Rank hold SHLX as of Q1 2016.

  • Sage Financial Group reported no remaining Shell Midstream Partners, L.P. position as of Q1 2016 after selling out during the quarter.
  • Sage Financial Group sold 7,450 Shell Midstream Partners, L.P. shares in Q1 2016, an estimated $309K.
  • Sage Financial Group first reported a position in Shell Midstream Partners, L.P. in Q4 2015 and held it in 1 quarter.
  • Sage Financial Group's Shell Midstream Partners, L.P. position peaked at $309K in Q4 2015.
  • 143 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q1 2016.

Based on Sage Financial Group's 13F filing for Q1 2016, filed 9 May 2016.