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

YorkBridge Wealth 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
2017 Q4	–	Sell	-219	Closed	-$6K	–	921
2017 Q3	$6K	Hold	219	–	–	﹤0.01%	698
2017 Q2	$7K	Hold	219	–	–	﹤0.01%	683
2017 Q1	$7K	Hold	219	–	–	﹤0.01%	659
2016 Q4	$6K	Buy	+219	New	+$6.1K	﹤0.01%	665

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 $2.79B AUM 24.88% 1-Year Est. Return

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

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

NIM

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

YorkBridge Wealth Partners's SHLX Position: Q4 2017 in Review

YorkBridge Wealth Partners sold out of Shell Midstream Partners, L.P. (SHLX) in Q4 2017, closing a stake of 219 shares — an estimated $6K sold.

YorkBridge Wealth Partners first reported a position in SHLX in Q4 2016 and held it in 4 quarters. The position peaked at $7K in Q2 2017. 150 funds tracked by Wall St. Rank hold SHLX as of Q4 2017.

YorkBridge Wealth Partners reported no remaining Shell Midstream Partners, L.P. position as of Q4 2017 after selling out during the quarter.
YorkBridge Wealth Partners sold 219 Shell Midstream Partners, L.P. shares in Q4 2017, an estimated $6K.
YorkBridge Wealth Partners first reported a position in Shell Midstream Partners, L.P. in Q4 2016 and held it in 4 quarters.
YorkBridge Wealth Partners's Shell Midstream Partners, L.P. position peaked at $7K in Q2 2017.
150 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q4 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2017, filed 12 Feb 2018.