CT
XIFR

Caldwell Trust’s XPLR Infrastructure LP XIFR Stock Holding History

Caldwell Trust’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
2021
Q4 		– Sell
-31
Closed -$2.34K – 754
2021
Q3 		$2.34K Hold
31
– – ﹤0.01% 699
2021
Q2 		$2.37K Hold
31
– – ﹤0.01% 709
2021
Q1 		$2.26K Buy
+31
New +$2.38K ﹤0.01% 697
2020
Q2 		– Sell
-3,175
Closed -$137K – 796
2020
Q1 		$137K Hold
3,175
– – 0.03% 277
2019
Q4 		$167K Buy
+3,175
New +$165K 0.03% 298

Other funds holding XIFR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return