STA
SHLX

Summit Trail Advisors’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Summit Trail Advisors’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
2018
Q2 		– Sell
-50,061
Closed -$921K – 705
2018
Q1 		$921K Buy
50,061
+19,231
+62% +$507K 0.16% 143
2017
Q4 		$918K Buy
+30,830
New +$838K 0.12% 161

Other funds holding SHLX

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Summit Trail Advisors's SHLX Position: Q2 2018 in Review

Summit Trail Advisors sold out of Shell Midstream Partners, L.P. (SHLX) in Q2 2018, closing a stake of 50,061 shares — an estimated $921K sold.

Summit Trail Advisors first reported a position in SHLX in Q4 2017 and held it in 2 quarters. The position peaked at $921K in Q1 2018. 144 funds tracked by Wall St. Rank hold SHLX as of Q2 2018.

  • Summit Trail Advisors reported no remaining Shell Midstream Partners, L.P. position as of Q2 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 50,061 Shell Midstream Partners, L.P. shares in Q2 2018, an estimated $921K.
  • Summit Trail Advisors first reported a position in Shell Midstream Partners, L.P. in Q4 2017 and held it in 2 quarters.
  • Summit Trail Advisors's Shell Midstream Partners, L.P. position peaked at $921K in Q1 2018.
  • 144 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q2 2018.

Based on Summit Trail Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.