$58.7 Million is the total value of SL ADVISORS, LLC's 74 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| USAI | New | USAIamern energy | $2,784,000 | – | 107,189 | +100.0% | 4.74% | – |
| CXW | New | CXW | $350,000 | – | 15,590 | +100.0% | 0.60% | – |
| New | SPLVs&p500 low vol | $201,000 | – | 4,221 | +100.0% | 0.34% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2018-02-20
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ETE | 33 | Q2 2024 | 11.9% |
| WMB | 33 | Q2 2024 | 9.4% |
| ENB.TO | 33 | Q2 2024 | 5.9% |
| ONEOK INC NEW | 33 | Q2 2024 | 5.9% |
| EPD | 33 | Q2 2024 | 5.9% |
| KMI | 33 | Q2 2024 | 8.5% |
| TRGP | 33 | Q2 2024 | 7.7% |
| BRKB | 33 | Q2 2024 | 4.9% |
| ENLINK MIDSTREAM L L LP | 33 | Q2 2024 | 8.7% |
| RSG | 33 | Q2 2024 | 2.5% |
View SL ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-28 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-01-09 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-01-18 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-07-28 |
View SL ADVISORS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.