TIS
SHLX

Tortoise Index Solutions’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Tortoise Index Solutions’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
Q4 		– Sell
-114,498
Closed -$1.81M – 81
2022
Q3 		$1.81M Buy
114,498
+1,971
+2% +$30.5K 0.35% 44
2022
Q2 		$1.58M Buy
112,527
+7,883
+8% +$111K 0.3% 44
2022
Q1 		$1.49M Buy
104,644
+7,359
+8% +$98.5K 0.27% 44
2021
Q4 		$1.12M Buy
97,285
+5,360
+6% +$63.2K 0.25% 48
2021
Q3 		$1.08M Sell
91,925
-15,712
-15% -$200K 0.26% 46
2021
Q2 		$1.59M Buy
107,637
+9,471
+10% +$142K 0.33% 39
2021
Q1 		$1.31M Buy
98,166
+4,546
+5% +$53.8K 0.31% 42
2020
Q4 		$944K Buy
93,620
+1,823
+2% +$17.8K 0.27% 40
2020
Q3 		$868K Buy
91,797
+3,149
+4% +$34.5K 0.33% 36
2020
Q2 		$1.09M Buy
88,648
+18,108
+26% +$233K 0.38% 33
2020
Q1 		$704K Sell
70,540
-15,941
-18% -$272K 0.29% 33
2019
Q4 		$1.75M Buy
86,481
+32,905
+61% +$667K 0.38% 32
2019
Q3 		$1.1M Buy
53,576
+546
+1% +$11.3K 0.33% 36
2019
Q2 		$1.1M Buy
53,030
+368
+0.7% +$7.56K 0.32% 38
2019
Q1 		$1.08M Buy
52,662
+7,767
+17% +$149K 0.32% 38
2018
Q4 		$737K Buy
44,895
+23,569
+111% +$466K 0.28% 36
2018
Q3 		$456K Buy
21,326
+980
+5% +$22.1K 0.3% 37
2018
Q2 		$451K Buy
20,346
+2,845
+16% +$63.3K 0.32% 39
2018
Q1 		$368K Buy
17,501
+5,396
+45% +$142K 0.34% 38
2017
Q4 		$361K Buy
+12,105
New +$329K 0.32% 39
2015
Q3 		$34K Buy
1,168
+328
+39% +$12.9K 0.17% 54
2015
Q2 		$38K Buy
+840
New +$36K 0.17% 52

Other funds holding SHLX

AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Tortoise Index Solutions's SHLX Position: Q4 2022 in Review

Tortoise Index Solutions sold out of Shell Midstream Partners, L.P. (SHLX) in Q4 2022, closing a stake of 114,498 shares — an estimated $1.81M sold.

Tortoise Index Solutions first reported a position in SHLX in Q2 2015 and held it in 22 quarters. The position peaked at $1.81M in Q3 2022. 2 funds tracked by Wall St. Rank hold SHLX as of Q4 2022.

  • Tortoise Index Solutions reported no remaining Shell Midstream Partners, L.P. position as of Q4 2022 after selling out during the quarter.
  • Tortoise Index Solutions sold 114,498 Shell Midstream Partners, L.P. shares in Q4 2022, an estimated $1.81M.
  • Tortoise Index Solutions first reported a position in Shell Midstream Partners, L.P. in Q2 2015 and held it in 22 quarters.
  • Tortoise Index Solutions's Shell Midstream Partners, L.P. position peaked at $1.81M in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q4 2022.

Based on Tortoise Index Solutions's 13F filing for Q4 2022, filed 13 Feb 2023.