Squar Milner Financial Services’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Squar Milner Financial Services’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 Q3	–	Sell	-1,715	Closed	-$36K	–	780
2019 Q2	$36K	Buy	1,715 +285	+20%	+$5.85K	0.02%	388
2019 Q1	$29K	Sell	1,430 -15	-1%	-$288	0.02%	387
2018 Q4	$24K	Sell	1,445 -25	-2%	-$494	0.02%	375
2018 Q3	$31K	Hold	1,470	–	–	0.03%	363
2018 Q2	$33K	Buy	+1,470	New	+$32.7K	0.03%	409

Other funds holding SHLX

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Squar Milner Financial Services's SHLX Position: Q3 2019 in Review

Squar Milner Financial Services sold out of Shell Midstream Partners, L.P. (SHLX) in Q3 2019, closing a stake of 1,715 shares — an estimated $36K sold.

Squar Milner Financial Services first reported a position in SHLX in Q2 2018 and held it in 5 quarters. The position peaked at $36K in Q2 2019. 147 funds tracked by Wall St. Rank hold SHLX as of Q3 2019.

Squar Milner Financial Services reported no remaining Shell Midstream Partners, L.P. position as of Q3 2019 after selling out during the quarter.
Squar Milner Financial Services sold 1,715 Shell Midstream Partners, L.P. shares in Q3 2019, an estimated $36K.
Squar Milner Financial Services first reported a position in Shell Midstream Partners, L.P. in Q2 2018 and held it in 5 quarters.
Squar Milner Financial Services's Shell Midstream Partners, L.P. position peaked at $36K in Q2 2019.
147 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q3 2019.

Based on Squar Milner Financial Services's 13F filing for Q3 2019, filed 22 Oct 2019.