UCFA
SHLX

United Capital Financial Advisors’s Shell Midstream Partners, L.P. SHLX Stock Holding History

United Capital Financial 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
2019
Q3 		– Sell
-13,948
Closed -$289K – 1522
2019
Q2 		$289K Buy
+13,948
New +$286K ﹤0.01% 1233

Other funds holding SHLX

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

United Capital Financial Advisors's SHLX Position: Q3 2019 in Review

United Capital Financial Advisors sold out of Shell Midstream Partners, L.P. (SHLX) in Q3 2019, closing a stake of 13,948 shares — an estimated $289K sold.

United Capital Financial Advisors first reported a position in SHLX in Q2 2019 and held it in 1 quarter. The position peaked at $289K in Q2 2019. 147 funds tracked by Wall St. Rank hold SHLX as of Q3 2019.

  • United Capital Financial Advisors reported no remaining Shell Midstream Partners, L.P. position as of Q3 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 13,948 Shell Midstream Partners, L.P. shares in Q3 2019, an estimated $289K.
  • United Capital Financial Advisors first reported a position in Shell Midstream Partners, L.P. in Q2 2019 and held it in 1 quarter.
  • United Capital Financial Advisors's Shell Midstream Partners, L.P. position peaked at $289K in Q2 2019.
  • 147 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q3 2019.

Based on United Capital Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.