WPP
SHLX

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

Whalerock Point Partners’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
-11,000
Closed -$232K – 186
2018
Q1 		$232K Hold
11,000
– – 0.07% 176
2017
Q4 		$328K Buy
+11,000
New +$299K 0.1% 141

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

Whalerock Point Partners's SHLX Position: Q2 2018 in Review

Whalerock Point Partners sold out of Shell Midstream Partners, L.P. (SHLX) in Q2 2018, closing a stake of 11,000 shares — an estimated $232K sold.

Whalerock Point Partners first reported a position in SHLX in Q4 2017 and held it in 2 quarters. The position peaked at $328K in Q4 2017. 144 funds tracked by Wall St. Rank hold SHLX as of Q2 2018.

  • Whalerock Point Partners reported no remaining Shell Midstream Partners, L.P. position as of Q2 2018 after selling out during the quarter.
  • Whalerock Point Partners sold 11,000 Shell Midstream Partners, L.P. shares in Q2 2018, an estimated $232K.
  • Whalerock Point Partners first reported a position in Shell Midstream Partners, L.P. in Q4 2017 and held it in 2 quarters.
  • Whalerock Point Partners's Shell Midstream Partners, L.P. position peaked at $328K in Q4 2017.
  • 144 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q2 2018.

Based on Whalerock Point Partners's 13F filing for Q2 2018, filed 4 Mar 2019.