Fortis Advisors’s XPLR Infrastructure LP XIFR Stock Holding History

Fortis 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 Q1	–	Sell	-13,398	Closed	-$705K	–	398
2019 Q4	$705K	Hold	13,398	–	–	0.43%	37
2019 Q3	$708K	Hold	13,398	–	–	0.33%	35
2019 Q2	$646K	Hold	13,398	–	–	0.31%	40
2019 Q1	$625K	Hold	13,398	–	–	0.33%	37
2018 Q4	$577K	Hold	13,398	–	–	0.35%	33
2018 Q3	$650K	Hold	13,398	–	–	0.37%	35
2018 Q2	$625K	Hold	13,398	–	–	0.36%	35
2018 Q1	$536K	Hold	13,398	–	–	0.3%	35
2017 Q4	$578K	Hold	13,398	–	–	0.35%	30
2017 Q3	$540K	Sell	13,398 -2,267	-14%	-$90.2K	0.37%	28
2017 Q2	$579K	Hold	15,665	–	–	0.45%	26
2017 Q1	$519K	Buy	+15,665	New	+$475K	0.47%	24

Other funds holding XIFR

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

EIP

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

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

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

CIA

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

BIC

Beach Investment Counsel West Conshohocken, Pennsylvania $679M AUM 20.28% 1-Year Est. Return

Fortis Advisors's XIFR Position: Q1 2020 in Review

Fortis Advisors sold out of XPLR Infrastructure LP (XIFR) in Q1 2020, closing a stake of 13,398 shares — an estimated $705K sold.

Fortis Advisors first reported a position in XIFR in Q1 2017 and held it in 12 quarters. The position peaked at $708K in Q3 2019. 258 funds tracked by Wall St. Rank hold XIFR as of Q1 2020.

Fortis Advisors reported no remaining XPLR Infrastructure LP position as of Q1 2020 after selling out during the quarter.
Fortis Advisors sold 13,398 XPLR Infrastructure LP shares in Q1 2020, an estimated $705K.
Fortis Advisors first reported a position in XPLR Infrastructure LP in Q1 2017 and held it in 12 quarters.
Fortis Advisors's XPLR Infrastructure LP position peaked at $708K in Q3 2019.
258 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q1 2020.

Based on Fortis Advisors's 13F filing for Q1 2020, filed 14 May 2020.