Valeo Financial Advisors
SHLX

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

Valeo 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
2020
Q2 		– Sell
-155
Closed -$2K – 2198
2020
Q1 		$2K Hold
155
– – ﹤0.01% 1598
2019
Q4 		$3K Buy
+155
New +$3.14K ﹤0.01% 1428

Other funds holding SHLX

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CCM
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Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Valeo Financial Advisors's SHLX Position: Q2 2020 in Review

Valeo Financial Advisors sold out of Shell Midstream Partners, L.P. (SHLX) in Q2 2020, closing a stake of 155 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in SHLX in Q4 2019 and held it in 2 quarters. The position peaked at $3K in Q4 2019. 141 funds tracked by Wall St. Rank hold SHLX as of Q2 2020.

  • Valeo Financial Advisors reported no remaining Shell Midstream Partners, L.P. position as of Q2 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 155 Shell Midstream Partners, L.P. shares in Q2 2020, an estimated $2K.
  • Valeo Financial Advisors first reported a position in Shell Midstream Partners, L.P. in Q4 2019 and held it in 2 quarters.
  • Valeo Financial Advisors's Shell Midstream Partners, L.P. position peaked at $3K in Q4 2019.
  • 141 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q2 2020.

Based on Valeo Financial Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.