IWP
XIFR

Icon Wealth Partners’s XPLR Infrastructure LP XIFR Stock Holding History

Icon Wealth Partners’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
Q3 		– Sell
-8,766
Closed -$450K – 322
2020
Q2 		$450K Buy
+8,766
New +$425K 0.11% 137

Other funds holding XIFR

Neuberger Berman Group
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
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Icon Wealth Partners's XIFR Position: Q3 2020 in Review

Icon Wealth Partners sold out of XPLR Infrastructure LP (XIFR) in Q3 2020, closing a stake of 8,766 shares — an estimated $450K sold.

Icon Wealth Partners first reported a position in XIFR in Q2 2020 and held it in 1 quarter. The position peaked at $450K in Q2 2020. 294 funds tracked by Wall St. Rank hold XIFR as of Q3 2020.

  • Icon Wealth Partners reported no remaining XPLR Infrastructure LP position as of Q3 2020 after selling out during the quarter.
  • Icon Wealth Partners sold 8,766 XPLR Infrastructure LP shares in Q3 2020, an estimated $450K.
  • Icon Wealth Partners first reported a position in XPLR Infrastructure LP in Q2 2020 and held it in 1 quarter.
  • Icon Wealth Partners's XPLR Infrastructure LP position peaked at $450K in Q2 2020.
  • 294 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q3 2020.

Based on Icon Wealth Partners's 13F filing for Q3 2020, filed 22 Oct 2020.