SFM
SHLX

Signature Financial Management’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Signature Financial 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
2017
Q3 		– Sell
-13,650
Closed -$414K – 178
2017
Q2 		$414K Buy
13,650
+650
+5% +$20.1K 0.13% 91
2017
Q1 		$419K Buy
+13,000
New +$413K 0.13% 88

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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $2.23B AUM 42.72% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Signature Financial Management's SHLX Position: Q3 2017 in Review

Signature Financial Management sold out of Shell Midstream Partners, L.P. (SHLX) in Q3 2017, closing a stake of 13,650 shares — an estimated $414K sold.

Signature Financial Management first reported a position in SHLX in Q1 2017 and held it in 2 quarters. The position peaked at $419K in Q1 2017. 147 funds tracked by Wall St. Rank hold SHLX as of Q3 2017.

  • Signature Financial Management reported no remaining Shell Midstream Partners, L.P. position as of Q3 2017 after selling out during the quarter.
  • Signature Financial Management sold 13,650 Shell Midstream Partners, L.P. shares in Q3 2017, an estimated $414K.
  • Signature Financial Management first reported a position in Shell Midstream Partners, L.P. in Q1 2017 and held it in 2 quarters.
  • Signature Financial Management's Shell Midstream Partners, L.P. position peaked at $419K in Q1 2017.
  • 147 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q3 2017.

Based on Signature Financial Management's 13F filing for Q3 2017, filed 13 Nov 2017.