TFO
SHLX

Tarbox Family Office’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Tarbox Family Office’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
2017
Q3 		– Sell
-605
Closed -$18K – 624
2017
Q2 		$18K Hold
605
– – 0.01% 230
2017
Q1 		$19K Buy
+605
New +$19.2K 0.01% 225

Other funds holding SHLX

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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tarbox Family Office's SHLX Position: Q3 2017 in Review

Tarbox Family Office sold out of Shell Midstream Partners, L.P. (SHLX) in Q3 2017, closing a stake of 605 shares — an estimated $18K sold.

Tarbox Family Office first reported a position in SHLX in Q1 2017 and held it in 2 quarters. The position peaked at $19K in Q1 2017. 147 funds tracked by Wall St. Rank hold SHLX as of Q3 2017.

  • Tarbox Family Office reported no remaining Shell Midstream Partners, L.P. position as of Q3 2017 after selling out during the quarter.
  • Tarbox Family Office sold 605 Shell Midstream Partners, L.P. shares in Q3 2017, an estimated $18K.
  • Tarbox Family Office first reported a position in Shell Midstream Partners, L.P. in Q1 2017 and held it in 2 quarters.
  • Tarbox Family Office's Shell Midstream Partners, L.P. position peaked at $19K in Q1 2017.
  • 147 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q3 2017.

Based on Tarbox Family Office's 13F filing for Q3 2017, filed 19 Oct 2017.