SWM
SHLX

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

Spire 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
2022
Q3 		– Sell
-459
Closed -$6K – 2722
2022
Q2 		$6K Buy
459
+11
+2% +$155 ﹤0.01% 2107
2022
Q1 		$6K Sell
448
-1,090
-71% -$14.6K ﹤0.01% 2216
2021
Q4 		$18K Buy
1,538
+10
+0.7% +$118 ﹤0.01% 2170
2021
Q3 		$18K Buy
1,528
+10
+0.7% +$127 ﹤0.01% 1915
2021
Q2 		$22K Buy
1,518
+12
+0.8% +$180 ﹤0.01% 1844
2021
Q1 		$5K Buy
+1,506
New +$17.8K ﹤0.01% 2662

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 $299B AUM 28.69% 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