SOAMC
SHLX

Spirit of America Management Corp’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Spirit of America Management Corp’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
2021
Q4 		– Sell
-44,589
Closed -$525K – 247
2021
Q3 		$525K Sell
44,589
-61,100
-58% -$777K 0.11% 149
2021
Q2 		$1.56M Sell
105,689
-33,000
-24% -$495K 0.33% 85
2021
Q1 		$1.85M Sell
138,689
-102,500
-42% -$1.21M 0.44% 62
2020
Q4 		$2.43M Sell
241,189
-136,209
-36% -$1.33M 0.61% 50
2020
Q3 		$3.57M Sell
377,398
-70,900
-16% -$776K 0.97% 30
2020
Q2 		$5.5M Sell
448,298
-99,400
-18% -$1.28M 1.41% 20
2020
Q1 		$5.47M Sell
547,698
-46,000
-8% -$785K 1.76% 13
2019
Q4 		$12M Sell
593,698
-49,855
-8% -$1.01M 2.09% 12
2019
Q3 		$13.2M Buy
643,553
+10,570
+2% +$218K 2.13% 12
2019
Q2 		$13.1M Sell
632,983
-40,400
-6% -$830K 1.97% 15
2019
Q1 		$13.8M Sell
673,383
-51,300
-7% -$984K 2.01% 13
2018
Q4 		$11.9M Sell
724,683
-47,460
-6% -$938K 1.88% 16
2018
Q3 		$16.5M Hold
772,143
– – 2.05% 11
2018
Q2 		$17.1M Hold
772,143
– – 2.11% 10
2018
Q1 		$16.3M Hold
772,143
– – 2.14% 10
2017
Q4 		$23M Hold
772,143
– – 2.55% 6
2017
Q3 		$21.5M Buy
772,143
+35,700
+5% +$1M 2.28% 11
2017
Q2 		$22.3M Buy
736,443
+114,850
+18% +$3.56M 2.4% 8
2017
Q1 		$20M Buy
621,593
+237,650
+62% +$7.56M 2.12% 9
2016
Q4 		$11.2M Buy
383,943
+161,500
+73% +$4.5M 1.3% 27
2016
Q3 		$7.14M Buy
222,443
+7,600
+4% +$239K 0.93% 36
2016
Q2 		$7.26M Hold
214,843
– – 1.06% 32
2016
Q1 		$7.87M Buy
214,843
+83,150
+63% +$2.93M 1.4% 20
2015
Q4 		$5.47M Buy
131,693
+117,393
+821% +$4.12M 1.05% 29
2015
Q3 		$421K Buy
+14,300
New +$561K 0.09% 199

Other funds holding SHLX

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $5.1B AUM 17.16% 1-Year Est. Return

Spirit of America Management Corp's SHLX Position: Q4 2021 in Review

Spirit of America Management Corp sold out of Shell Midstream Partners, L.P. (SHLX) in Q4 2021, closing a stake of 44,589 shares — an estimated $525K sold.

Spirit of America Management Corp first reported a position in SHLX in Q3 2015 and held it in 25 quarters. The position peaked at $23M in Q4 2017. 125 funds tracked by Wall St. Rank hold SHLX as of Q4 2021.

  • Spirit of America Management Corp reported no remaining Shell Midstream Partners, L.P. position as of Q4 2021 after selling out during the quarter.
  • Spirit of America Management Corp sold 44,589 Shell Midstream Partners, L.P. shares in Q4 2021, an estimated $525K.
  • Spirit of America Management Corp first reported a position in Shell Midstream Partners, L.P. in Q3 2015 and held it in 25 quarters.
  • Spirit of America Management Corp's Shell Midstream Partners, L.P. position peaked at $23M in Q4 2017.
  • 125 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q4 2021.

Based on Spirit of America Management Corp's 13F filing for Q4 2021, filed 19 Jan 2022.