SWM
SHLX

SeaCrest Wealth Management’s Shell Midstream Partners, L.P. SHLX Stock Holding History

SeaCrest 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
2019
Q2 		– Sell
-1,072
Closed -$22K – 2016
2019
Q1 		$22K Hold
1,072
– – ﹤0.01% 1251
2018
Q4 		$18K Hold
1,072
– – ﹤0.01% 1284
2018
Q3 		$23K Buy
+1,072
New +$24.2K ﹤0.01% 1331

Other funds holding SHLX

Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Invesco
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
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SeaCrest Wealth Management's SHLX Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of Shell Midstream Partners, L.P. (SHLX) in Q2 2019, closing a stake of 1,072 shares — an estimated $22K sold.

SeaCrest Wealth Management first reported a position in SHLX in Q3 2018 and held it in 3 quarters. The position peaked at $23K in Q3 2018. 153 funds tracked by Wall St. Rank hold SHLX as of Q2 2019.

  • SeaCrest Wealth Management reported no remaining Shell Midstream Partners, L.P. position as of Q2 2019 after selling out during the quarter.
  • SeaCrest Wealth Management sold 1,072 Shell Midstream Partners, L.P. shares in Q2 2019, an estimated $22K.
  • SeaCrest Wealth Management first reported a position in Shell Midstream Partners, L.P. in Q3 2018 and held it in 3 quarters.
  • SeaCrest Wealth Management's Shell Midstream Partners, L.P. position peaked at $23K in Q3 2018.
  • 153 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.