UBS Group’s Shell Midstream Partners, L.P. SHLX Stock Holding History

UBS Group’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
2016 Q3	–	Sell	-584,900	Closed	-$19.8M	–	8039
2016 Q2	$19.8M	Buy	+584,900	New	+$20.2M	0.01%	942
2015 Q4	–	Sell	-10,000	Closed	-$294K	–	8653
2015 Q3	$294K	Sell	10,000 -110,000	-92%	-$4.32M	﹤0.01%	4327
2015 Q2	$5.48M	Buy	+120,000	New	+$5.14M	﹤0.01%	1986

Other funds holding SHLX

Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

UBS Group's SHLX Position: Q4 2022 in Review

UBS Group sold out of Shell Midstream Partners, L.P. (SHLX) in Q4 2022, closing a stake of 5,993,090 shares — an estimated $94.8M sold.

UBS Group first reported a position in SHLX in Q4 2014 and held it in 32 quarters. The position peaked at $94.8M in Q3 2022. 2 funds tracked by Wall St. Rank hold SHLX as of Q4 2022.

UBS Group reported no remaining Shell Midstream Partners, L.P. position as of Q4 2022 after selling out during the quarter.
UBS Group sold 5,993,090 Shell Midstream Partners, L.P. shares in Q4 2022, an estimated $94.8M.
UBS Group first reported a position in Shell Midstream Partners, L.P. in Q4 2014 and held it in 32 quarters.
UBS Group's Shell Midstream Partners, L.P. position peaked at $94.8M in Q3 2022.
2 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q4 2022.

Based on UBS Group's 13F filing for Q4 2022, filed 8 Feb 2023.