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

Veritable’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
2018 Q1	–	Sell	-8,163	Closed	-$243K	–	839
2017 Q4	$243K	Buy	8,163 +36	+0.4%	+$978	0.01%	700
2017 Q3	$226K	Sell	8,127 -1,284	-14%	-$36K	0.01%	697
2017 Q2	$285K	Buy	9,411 +665	+8%	+$20.6K	0.01%	640
2017 Q1	$282K	Sell	8,746 -318	-4%	-$10.1K	0.01%	624
2016 Q4	$264K	Buy	9,064 +745	+9%	+$20.7K	0.01%	629
2016 Q3	$267K	Buy	8,319 +318	+4%	+$10K	0.01%	623
2016 Q2	$270K	Hold	8,001	–	–	0.01%	594
2016 Q1	$293K	Hold	8,001	–	–	0.01%	581
2015 Q4	$332K	Buy	+8,001	New	+$281K	0.01%	567
2015 Q3	–	Sell	-5,265	Closed	-$240K	–	758
2015 Q2	$240K	Buy	+5,265	New	+$226K	0.01%	643

Other funds holding SHLX

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return