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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Jennison Associates
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Caldwell Trust's XIFR Position: Q4 2021 in Review

Caldwell Trust sold out of XPLR Infrastructure LP (XIFR) in Q4 2021, closing a stake of 31 shares — an estimated $2.34K sold.

Caldwell Trust first reported a position in XIFR in Q4 2019 and held it in 5 quarters. The position peaked at $167K in Q4 2019. 394 funds tracked by Wall St. Rank hold XIFR as of Q4 2021.

  • Caldwell Trust reported no remaining XPLR Infrastructure LP position as of Q4 2021 after selling out during the quarter.
  • Caldwell Trust sold 31 XPLR Infrastructure LP shares in Q4 2021, an estimated $2.34K.
  • Caldwell Trust first reported a position in XPLR Infrastructure LP in Q4 2019 and held it in 5 quarters.
  • Caldwell Trust's XPLR Infrastructure LP position peaked at $167K in Q4 2019.
  • 394 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q4 2021.

Based on Caldwell Trust's 13F filing for Q4 2021, filed 2 Oct 2025.