GWM
XIFR

Gupta Wealth Management’s XPLR Infrastructure LP XIFR Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$10K Hold
365
– – ﹤0.01% 865
2015
Q4 		$11K Hold
365
– – ﹤0.01% 865
2015
Q3 		$8K Hold
365
– – ﹤0.01% 969
2015
Q2 		$14K Hold
365
– – ﹤0.01% 830
2015
Q1 		$16K Buy
+365
New +$14.5K ﹤0.01% 662

Other funds holding XIFR

EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
SCM
Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return
BIC
Beach Investment Counsel West Conshohocken, Pennsylvania $679M AUM 20.28% 1-Year Est. Return

Gupta Wealth Management's XIFR Position: Q1 2016 in Review

Gupta Wealth Management held its XPLR Infrastructure LP (XIFR) position steady in Q1 2016 at 365 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #865.

Gupta Wealth Management first reported a position in XIFR in Q1 2015 and has held it in 5 quarters since. The position peaked at $16K in Q1 2015. 124 funds tracked by Wall St. Rank hold XIFR as of Q1 2016.

  • Gupta Wealth Management held 365 shares of XPLR Infrastructure LP worth $10K as of Q1 2016.
  • Gupta Wealth Management left its XPLR Infrastructure LP share count unchanged in Q1 2016.
  • XPLR Infrastructure LP made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #865 holding.
  • Gupta Wealth Management first reported a position in XPLR Infrastructure LP in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's XPLR Infrastructure LP position peaked at $16K in Q1 2015.
  • 124 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.