WDL
SHLX

Well Done LLC’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Well Done LLC’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
Q2 		– Sell
-929
Closed -$20K – 551
2018
Q1 		$20K Buy
+929
New +$24.5K 0.01% 340

Other funds holding SHLX

Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
Kayne Anderson Capital Advisors
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
OppenheimerFunds
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Well Done LLC's SHLX Position: Q2 2018 in Review

Well Done LLC sold out of Shell Midstream Partners, L.P. (SHLX) in Q2 2018, closing a stake of 929 shares — an estimated $20K sold.

Well Done LLC first reported a position in SHLX in Q1 2018 and held it in 1 quarter. The position peaked at $20K in Q1 2018. 144 funds tracked by Wall St. Rank hold SHLX as of Q2 2018.

  • Well Done LLC reported no remaining Shell Midstream Partners, L.P. position as of Q2 2018 after selling out during the quarter.
  • Well Done LLC sold 929 Shell Midstream Partners, L.P. shares in Q2 2018, an estimated $20K.
  • Well Done LLC first reported a position in Shell Midstream Partners, L.P. in Q1 2018 and held it in 1 quarter.
  • Well Done LLC's Shell Midstream Partners, L.P. position peaked at $20K in Q1 2018.
  • 144 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q2 2018.

Based on Well Done LLC's 13F filing for Q2 2018, filed 3 Aug 2018.