TF
SHLX

Trek Financial’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Trek Financial’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
2021
Q4 		– Sell
-10,628
Closed -$125K – 249
2021
Q3 		$125K Buy
+10,628
New +$135K 0.01% 210

Other funds holding SHLX

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Trek Financial's SHLX Position: Q4 2021 in Review

Trek Financial sold out of Shell Midstream Partners, L.P. (SHLX) in Q4 2021, closing a stake of 10,628 shares — an estimated $125K sold.

Trek Financial first reported a position in SHLX in Q3 2021 and held it in 1 quarter. The position peaked at $125K in Q3 2021. 125 funds tracked by Wall St. Rank hold SHLX as of Q4 2021.

  • Trek Financial reported no remaining Shell Midstream Partners, L.P. position as of Q4 2021 after selling out during the quarter.
  • Trek Financial sold 10,628 Shell Midstream Partners, L.P. shares in Q4 2021, an estimated $125K.
  • Trek Financial first reported a position in Shell Midstream Partners, L.P. in Q3 2021 and held it in 1 quarter.
  • Trek Financial's Shell Midstream Partners, L.P. position peaked at $125K in Q3 2021.
  • 125 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q4 2021.

Based on Trek Financial's 13F filing for Q4 2021, filed 19 Jan 2022.