Berman Capital Advisors’s XPLR Infrastructure LP XIFR Stock Holding History

Berman Capital Advisors’s Portfolio XIFR Stock Details XIFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-575	Closed	-$34K	–	1863
2020 Q3	$34K	Hold	575	–	–	0.01%	445
2020 Q2	$29K	Sell	575 -3,225	-85%	-$156K	0.01%	453
2020 Q1	$163K	Sell	3,800 -2,275	-37%	-$121K	0.05%	144
2019 Q4	$319K	Sell	6,075 -155	-2%	-$8.06K	0.09%	101
2019 Q3	$329K	Sell	6,230 -5	-0.1%	-$251	0.1%	90
2019 Q2	$300K	Hold	6,235	–	–	0.1%	106
2019 Q1	$290K	Buy	6,235 +50	+0.8%	+$2.17K	0.1%	102
2018 Q4	$265K	Sell	6,185 -600	-9%	-$27.3K	0.1%	90
2018 Q3	$329K	Buy	6,785 +110	+2%	+$5.22K	0.14%	73
2018 Q2	$312K	Hold	6,675	–	–	0.11%	81
2018 Q1	$267K	Buy	6,675 +425	+7%	+$17.2K	0.1%	84
2017 Q4	$269K	Buy	+6,250	New	+$251K	0.09%	82

Other funds holding XIFR

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

CIA

ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Berman Capital Advisors's XIFR Position: Q4 2020 in Review

Berman Capital Advisors sold out of XPLR Infrastructure LP (XIFR) in Q4 2020, closing a stake of 575 shares — an estimated $34K sold.

Berman Capital Advisors first reported a position in XIFR in Q4 2017 and held it in 12 quarters. The position peaked at $329K in Q3 2019. 335 funds tracked by Wall St. Rank hold XIFR as of Q4 2020.

Berman Capital Advisors reported no remaining XPLR Infrastructure LP position as of Q4 2020 after selling out during the quarter.
Berman Capital Advisors sold 575 XPLR Infrastructure LP shares in Q4 2020, an estimated $34K.
Berman Capital Advisors first reported a position in XPLR Infrastructure LP in Q4 2017 and held it in 12 quarters.
Berman Capital Advisors's XPLR Infrastructure LP position peaked at $329K in Q3 2019.
335 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q4 2020.

Based on Berman Capital Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.