SPIA
SHLX

Steward Partners Investment Advisory’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Steward Partners Investment Advisory’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
Q2 		– Sell
-529
Closed -$7.06K – 7534
2021
Q1 		$7.06K Buy
+529
New +$6.26K ﹤0.01% 2915
2020
Q4 		– Sell
-227
Closed -$2K – 3037
2020
Q3 		$2K Buy
+227
New +$2.49K ﹤0.01% 2622

Other funds holding SHLX

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
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
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
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Steward Partners Investment Advisory's SHLX Position: Q2 2021 in Review

Steward Partners Investment Advisory sold out of Shell Midstream Partners, L.P. (SHLX) in Q2 2021, closing a stake of 529 shares — an estimated $7.06K sold.

Steward Partners Investment Advisory first reported a position in SHLX in Q3 2020 and held it in 2 quarters. The position peaked at $7.06K in Q1 2021. 125 funds tracked by Wall St. Rank hold SHLX as of Q2 2021.

  • Steward Partners Investment Advisory reported no remaining Shell Midstream Partners, L.P. position as of Q2 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 529 Shell Midstream Partners, L.P. shares in Q2 2021, an estimated $7.06K.
  • Steward Partners Investment Advisory first reported a position in Shell Midstream Partners, L.P. in Q3 2020 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Shell Midstream Partners, L.P. position peaked at $7.06K in Q1 2021.
  • 125 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q2 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.