DLCIG
XIFR

D.L. Carlson Investment Group’s XPLR Infrastructure LP XIFR Stock Holding History

D.L. Carlson Investment Group’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
2023
Q3 		– Sell
-6,082
Closed -$357K – 143
2023
Q2 		$357K Sell
6,082
-260
-4% -$15.6K 0.07% 113
2023
Q1 		$385K Sell
6,342
-388
-6% -$26.7K 0.09% 106
2022
Q4 		$472K Buy
6,730
+250
+4% +$18.7K 0.1% 98
2022
Q3 		$469K Sell
6,480
-250
-4% -$20K 0.1% 101
2022
Q2 		$499K Hold
6,730
– – 0.11% 101
2022
Q1 		$561K Hold
6,730
– – 0.09% 104
2021
Q4 		$568K Buy
6,730
+250
+4% +$20.9K 0.09% 102
2021
Q3 		$488K Hold
6,480
– – 0.08% 105
2021
Q2 		$495K Sell
6,480
-110
-2% -$7.86K 0.09% 107
2021
Q1 		$480K Hold
6,590
– – 0.09% 111
2020
Q4 		$442K Buy
6,590
+305
+5% +$19.7K 0.08% 108
2020
Q3 		$377K Buy
+6,285
New +$372K 0.08% 105

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
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
MGIM
M&G Investment Management London, United Kingdom $28.2B AUM 25.87% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return