Waddell & Reed Financial’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Waddell & Reed Financial’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 Q4	–	Sell	-265,950	Closed	-$8.53M	–	641
2016 Q3	$8.53M	Sell	265,950 -57,910	-18%	-$1.82M	0.02%	432
2016 Q2	$10.9M	Sell	323,860 -2,590	-0.8%	-$89.6K	0.02%	384
2016 Q1	$12M	Buy	326,450 +10,560	+3%	+$372K	0.02%	384
2015 Q4	$13.1M	Buy	315,890 +8,090	+3%	+$284K	0.02%	373
2015 Q3	$9.06M	Sell	307,800 -11,250	-4%	-$441K	0.01%	422
2015 Q2	$14.6M	Buy	319,050 +7,750	+2%	+$332K	0.02%	386
2015 Q1	$12.1M	Buy	311,300 +13,550	+5%	+$535K	0.02%	406
2014 Q4	$12.2M	Buy	+297,750	New	+$10.6M	0.02%	385

Other funds holding SHLX

TCA

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

CCM

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

SCA

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

HFA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

KACA

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

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

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

Waddell & Reed Financial's SHLX Position: Q4 2016 in Review

Waddell & Reed Financial sold out of Shell Midstream Partners, L.P. (SHLX) in Q4 2016, closing a stake of 265,950 shares — an estimated $8.53M sold.

Waddell & Reed Financial first reported a position in SHLX in Q4 2014 and held it in 8 quarters. The position peaked at $14.6M in Q2 2015. 145 funds tracked by Wall St. Rank hold SHLX as of Q4 2016.

Waddell & Reed Financial reported no remaining Shell Midstream Partners, L.P. position as of Q4 2016 after selling out during the quarter.
Waddell & Reed Financial sold 265,950 Shell Midstream Partners, L.P. shares in Q4 2016, an estimated $8.53M.
Waddell & Reed Financial first reported a position in Shell Midstream Partners, L.P. in Q4 2014 and held it in 8 quarters.
Waddell & Reed Financial's Shell Midstream Partners, L.P. position peaked at $14.6M in Q2 2015.
145 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q4 2016.

Based on Waddell & Reed Financial's 13F filing for Q4 2016, filed 14 Feb 2017.