V
SHLX

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 – 757
2015
Q2 		$240K Buy
+5,265
New +$226K 0.01% 643

Other funds holding SHLX

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Veritable's SHLX Position: Q1 2018 in Review

Veritable sold out of Shell Midstream Partners, L.P. (SHLX) in Q1 2018, closing a stake of 8,163 shares — an estimated $243K sold.

Veritable first reported a position in SHLX in Q2 2015 and held it in 10 quarters. The position peaked at $332K in Q4 2015. 156 funds tracked by Wall St. Rank hold SHLX as of Q1 2018.

  • Veritable reported no remaining Shell Midstream Partners, L.P. position as of Q1 2018 after selling out during the quarter.
  • Veritable sold 8,163 Shell Midstream Partners, L.P. shares in Q1 2018, an estimated $243K.
  • Veritable first reported a position in Shell Midstream Partners, L.P. in Q2 2015 and held it in 10 quarters.
  • Veritable's Shell Midstream Partners, L.P. position peaked at $332K in Q4 2015.
  • 156 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q1 2018.

Based on Veritable's 13F filing for Q1 2018, filed 14 May 2018.