LFR
XIFR

Lehman Financial Resources’s XPLR Infrastructure LP XIFR Stock Holding History

Lehman Financial Resources’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
2018
Q3 		$21.8M Buy
450,088
+10,005
+2% +$475K 10.24% 2
2018
Q2 		$20.5M Sell
440,083
-55,281
-11% -$2.36M 10.35% 2
2018
Q1 		$19.8M Sell
495,364
-2,797
-0.6% -$113K 10.15% 2
2017
Q4 		$21.5M Buy
498,161
+240
+0% +$9.65K 11.16% 2
2017
Q3 		$20.1M Sell
497,921
-10,882
-2% -$433K 10.2% 2
2017
Q2 		$19.1M Sell
508,803
-3,279
-0.6% -$113K 10.76% 2
2017
Q1 		$17M Buy
512,082
+149
+0% +$4.52K 9.38% 2
2016
Q4 		$13.1M Buy
511,933
+16,692
+3% +$436K 7.45% 2
2016
Q3 		$13.9M Sell
495,241
-1,029
-0.2% -$31K 8.01% 2
2016
Q2 		$15.1M Buy
496,270
+1,792
+0.4% +$50.5K 7.57% 2
2016
Q1 		$13.4M Buy
494,478
+4
+0% +$107 7.18% 2
2015
Q4 		$14.8M Buy
494,474
+4,429
+0.9% +$116K 7.95% 2
2015
Q3 		$10.7M Buy
490,045
+286,845
+141% +$8.99M 5.44% 2
2015
Q2 		$8.05M Buy
203,200
+37,702
+23% +$1.63M 3.9% 2
2015
Q1 		$7.25M Buy
165,498
+37,374
+29% +$1.49M 3.33% 2
2014
Q4 		$4.32M Buy
128,124
+104,776
+449% +$3.59M 2.12% 11
2014
Q3 		$810K Buy
+23,348
New +$815K 0.42% 37

Other funds holding XIFR

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return
BIC
Beach Investment Counsel West Conshohocken, Pennsylvania $679M AUM 20.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lehman Financial Resources's XIFR Position: Q3 2018 in Review

Lehman Financial Resources increased its XPLR Infrastructure LP (XIFR) stake by 2.3% in Q3 2018, buying an estimated $475K and bringing the position to 450,088 shares worth $21.8M. The position accounts for 10.24% of the portfolio, ranked #2.

Lehman Financial Resources first reported a position in XIFR in Q3 2014 and has held it in 17 quarters since. 192 funds tracked by Wall St. Rank hold XIFR as of Q3 2018.

  • Lehman Financial Resources held 450,088 shares of XPLR Infrastructure LP worth $21.8M as of Q3 2018.
  • Lehman Financial Resources bought 10,005 XPLR Infrastructure LP shares in Q3 2018, an estimated $475K.
  • XPLR Infrastructure LP made up 10.24% of Lehman Financial Resources's portfolio in Q3 2018, its #2 holding.
  • Lehman Financial Resources first reported a position in XPLR Infrastructure LP in Q3 2014 and has held it in 17 quarters since.
  • 192 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.