Stifel Financial
SHLX

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

Stifel Financial’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
-14,099
Closed -$188K – 3406
2021
Q1 		$188K Sell
14,099
-14,692
-51% -$174K ﹤0.01% 3031
2020
Q4 		$290K Buy
28,791
+15,604
+118% +$152K ﹤0.01% 2611
2020
Q3 		$125K Sell
13,187
-176
-1% -$1.93K ﹤0.01% 2724
2020
Q2 		$164K Sell
13,363
-4,509
-25% -$58K ﹤0.01% 2633
2020
Q1 		$177K Sell
17,872
-282
-2% -$4.81K ﹤0.01% 2474
2019
Q4 		$364K Sell
18,154
-15,267
-46% -$310K ﹤0.01% 2443
2019
Q3 		$679K Sell
33,421
-18,780
-36% -$388K ﹤0.01% 1994
2019
Q2 		$1.08M Buy
52,201
+28,817
+123% +$592K ﹤0.01% 1751
2019
Q1 		$478K Sell
23,384
-514
-2% -$9.86K ﹤0.01% 2095
2018
Q4 		$393K Sell
23,898
-908
-4% -$17.9K ﹤0.01% 2080
2018
Q3 		$530K Buy
24,806
+303
+1% +$6.83K ﹤0.01% 2061
2018
Q2 		$544K Buy
24,503
+33
+0.1% +$734 ﹤0.01% 1992
2018
Q1 		$517K Buy
24,470
+1,002
+4% +$26.4K ﹤0.01% 1957
2017
Q4 		$698K Sell
23,468
-3,721
-14% -$101K ﹤0.01% 1730
2017
Q3 		$756K Buy
27,189
+1,107
+4% +$31K ﹤0.01% 1647
2017
Q2 		$789K Sell
26,082
-1,767
-6% -$54.8K ﹤0.01% 1591
2017
Q1 		$897K Buy
27,849
+6,280
+29% +$200K ﹤0.01% 1500
2016
Q4 		$625K Sell
21,569
-2,104
-9% -$58.6K ﹤0.01% 1655
2016
Q3 		$761K Buy
23,673
+186
+0.8% +$5.86K ﹤0.01% 1490
2016
Q2 		$794K Buy
+23,487
New +$812K ﹤0.01% 1493
2016
Q1 		– Sell
-23,627
Closed -$981K – 2413
2015
Q4 		$981K Buy
+23,627
New +$829K 0.01% 1315
2015
Q2 		– Sell
-5,430
Closed -$212K – 2447
2015
Q1 		$212K Sell
5,430
-100
-2% -$3.95K ﹤0.01% 2086
2014
Q4 		$227K Buy
+5,530
New +$196K ﹤0.01% 2013

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 $150B AUM 40.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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 $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 57.61% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stifel Financial's SHLX Position: Q2 2021 in Review

Stifel Financial sold out of Shell Midstream Partners, L.P. (SHLX) in Q2 2021, closing a stake of 14,099 shares — an estimated $188K sold.

Stifel Financial first reported a position in SHLX in Q4 2014 and held it in 23 quarters. The position peaked at $1.08M in Q2 2019. 125 funds tracked by Wall St. Rank hold SHLX as of Q2 2021.

  • Stifel Financial reported no remaining Shell Midstream Partners, L.P. position as of Q2 2021 after selling out during the quarter.
  • Stifel Financial sold 14,099 Shell Midstream Partners, L.P. shares in Q2 2021, an estimated $188K.
  • Stifel Financial first reported a position in Shell Midstream Partners, L.P. in Q4 2014 and held it in 23 quarters.
  • Stifel Financial's Shell Midstream Partners, L.P. position peaked at $1.08M in Q2 2019.
  • 125 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q2 2021.

Based on Stifel Financial's 13F filing for Q2 2021, filed 13 Aug 2021.