SWRP
SHLX

Summit Wealth & Retirement Planning’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Summit Wealth & Retirement Planning’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
-12,590
Closed -$261K – 134
2019
Q2 		$261K Sell
12,590
-2,226
-15% -$45.7K 0.15% 115
2019
Q1 		$303K Sell
14,816
-400
-3% -$7.68K 0.18% 110
2018
Q4 		$250K Buy
+15,216
New +$301K 0.19% 102

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
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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Invesco
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Summit Wealth & Retirement Planning's SHLX Position: Q3 2019 in Review

Summit Wealth & Retirement Planning sold out of Shell Midstream Partners, L.P. (SHLX) in Q3 2019, closing a stake of 12,590 shares — an estimated $261K sold.

Summit Wealth & Retirement Planning first reported a position in SHLX in Q4 2018 and held it in 3 quarters. The position peaked at $303K in Q1 2019. 147 funds tracked by Wall St. Rank hold SHLX as of Q3 2019.

  • Summit Wealth & Retirement Planning reported no remaining Shell Midstream Partners, L.P. position as of Q3 2019 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 12,590 Shell Midstream Partners, L.P. shares in Q3 2019, an estimated $261K.
  • Summit Wealth & Retirement Planning first reported a position in Shell Midstream Partners, L.P. in Q4 2018 and held it in 3 quarters.
  • Summit Wealth & Retirement Planning's Shell Midstream Partners, L.P. position peaked at $303K in Q1 2019.
  • 147 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q3 2019.

Based on Summit Wealth & Retirement Planning's 13F filing for Q3 2019, filed 12 Nov 2019.