JWM
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Jeppson Wealth Management’s XPLR Infrastructure LP XIFR Stock Holding History

Jeppson 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
2020
Q4 		– Sell
-478
Closed -$29K – 479
2020
Q3 		$29K Buy
+478
New +$28.3K 0.02% 297

Other funds holding XIFR

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Jeppson Wealth Management's XIFR Position: Q4 2020 in Review

Jeppson Wealth Management sold out of XPLR Infrastructure LP (XIFR) in Q4 2020, closing a stake of 478 shares — an estimated $29K sold.

Jeppson Wealth Management first reported a position in XIFR in Q3 2020 and held it in 1 quarter. The position peaked at $29K in Q3 2020. 335 funds tracked by Wall St. Rank hold XIFR as of Q4 2020.

  • Jeppson Wealth Management reported no remaining XPLR Infrastructure LP position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 478 XPLR Infrastructure LP shares in Q4 2020, an estimated $29K.
  • Jeppson Wealth Management first reported a position in XPLR Infrastructure LP in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's XPLR Infrastructure LP position peaked at $29K in Q3 2020.
  • 335 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.