TA
SHLX

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

Tiedemann 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
2022
Q3 		– Sell
-35,730
Closed -$503K – 254
2022
Q2 		$503K Hold
35,730
– – 0.04% 154
2022
Q1 		$508K Hold
35,730
– – 0.03% 188
2021
Q4 		$412K Hold
35,730
– – 0.02% 211
2021
Q3 		$421K Hold
35,730
– – 0.02% 206
2021
Q2 		$528K Sell
35,730
-237
-0.7% -$3.55K 0.02% 227
2021
Q1 		$480K Sell
35,967
-9,693
-21% -$115K 0.02% 216
2020
Q4 		$460K Sell
45,660
-119,090
-72% -$1.16M 0.02% 210
2020
Q3 		$1.56M Sell
164,750
-276,040
-63% -$3.02M 0.08% 146
2020
Q2 		$5.41M Sell
440,790
-576,930
-57% -$7.42M 0.29% 54
2020
Q1 		$10.2M Buy
1,017,720
+418,170
+70% +$7.14M 0.66% 29
2019
Q4 		$12.1M Sell
599,550
-38,540
-6% -$781K 0.58% 38
2019
Q3 		$13.1M Buy
638,090
+137,170
+27% +$2.83M 0.63% 36
2019
Q2 		$10.4M Buy
500,920
+945
+0.2% +$19.4K 0.52% 40
2019
Q1 		$10.2M Buy
499,975
+69,020
+16% +$1.32M 0.48% 44
2018
Q4 		$7.07M Buy
430,955
+11,790
+3% +$233K 0.36% 51
2018
Q3 		$8.96M Buy
419,165
+4,575
+1% +$103K 0.53% 39
2018
Q2 		$9.2M Sell
414,590
-70,448
-15% -$1.57M 0.59% 39
2018
Q1 		$10.2M Buy
485,038
+88,848
+22% +$2.34M 0.7% 31
2017
Q4 		$11.8M Buy
396,190
+146,751
+59% +$3.99M 0.9% 28
2017
Q3 		$6.94M Buy
249,439
+13,649
+6% +$383K 0.62% 34
2017
Q2 		$7.14M Buy
235,790
+140,370
+147% +$4.35M 0.52% 39
2017
Q1 		$3.08M Buy
+95,420
New +$3.03M 0.26% 83

Other funds holding SHLX

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KL
KIM LLC Wichita, Kansas $1B AUM 29.68% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Tiedemann Advisors's SHLX Position: Q3 2022 in Review

Tiedemann Advisors sold out of Shell Midstream Partners, L.P. (SHLX) in Q3 2022, closing a stake of 35,730 shares — an estimated $503K sold.

Tiedemann Advisors first reported a position in SHLX in Q1 2017 and held it in 22 quarters. The position peaked at $13.1M in Q3 2019. 116 funds tracked by Wall St. Rank hold SHLX as of Q3 2022.

  • Tiedemann Advisors reported no remaining Shell Midstream Partners, L.P. position as of Q3 2022 after selling out during the quarter.
  • Tiedemann Advisors sold 35,730 Shell Midstream Partners, L.P. shares in Q3 2022, an estimated $503K.
  • Tiedemann Advisors first reported a position in Shell Midstream Partners, L.P. in Q1 2017 and held it in 22 quarters.
  • Tiedemann Advisors's Shell Midstream Partners, L.P. position peaked at $13.1M in Q3 2019.
  • 116 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q3 2022.

Based on Tiedemann Advisors's 13F filing for Q3 2022, filed 28 Oct 2022.