Taylor Wealth Management Partners’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Taylor Wealth Management Partners’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 Q1	–	Sell	-1,872	Closed	-$56K	–	155
2017 Q4	$56K	Sell	1,872 -750	-29%	-$20.4K	0.02%	95
2017 Q3	$73K	Hold	2,622	–	–	0.03%	93
2017 Q2	$79K	Hold	2,622	–	–	0.04%	93
2017 Q1	$85K	Sell	2,622 -366	-12%	-$11.6K	0.04%	88
2016 Q4	$87K	Sell	2,988 -143,883	-98%	-$4.01M	0.04%	87
2016 Q3	$4.71M	Sell	146,871 -122,269	-45%	-$3.85M	2.11%	25
2016 Q2	$9.09M	Buy	269,140 +305	+0.1%	+$10.6K	3.64%	6
2016 Q1	$9.84M	Buy	268,835 +63,760	+31%	+$2.25M	4.65%	5
2015 Q4	$8.52M	Sell	205,075 -2,628	-1%	-$92.2K	3.67%	9
2015 Q3	$6.11M	Sell	207,703 -12,372	-6%	-$485K	2.95%	14
2015 Q2	$10M	Buy	220,075 +77,445	+54%	+$3.32M	3.21%	10
2015 Q1	$5.56M	Buy	+142,630	New	+$5.63M	1.75%	33

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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 $5.22B AUM 17.11% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Taylor Wealth Management Partners's SHLX Position: Q1 2018 in Review

Taylor Wealth Management Partners sold out of Shell Midstream Partners, L.P. (SHLX) in Q1 2018, closing a stake of 1,872 shares — an estimated $56K sold.

Taylor Wealth Management Partners first reported a position in SHLX in Q1 2015 and held it in 12 quarters. The position peaked at $10M in Q2 2015. 155 funds tracked by Wall St. Rank hold SHLX as of Q1 2018.

Taylor Wealth Management Partners reported no remaining Shell Midstream Partners, L.P. position as of Q1 2018 after selling out during the quarter.
Taylor Wealth Management Partners sold 1,872 Shell Midstream Partners, L.P. shares in Q1 2018, an estimated $56K.
Taylor Wealth Management Partners first reported a position in Shell Midstream Partners, L.P. in Q1 2015 and held it in 12 quarters.
Taylor Wealth Management Partners's Shell Midstream Partners, L.P. position peaked at $10M in Q2 2015.
155 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q1 2018.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2018, filed 11 Apr 2018.