MWAC
XIFR

Mariner Wealth Advisors (Cincinnati)’s XPLR Infrastructure LP XIFR Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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 		$730K Sell
15,050
-125
-0.8% -$5.94K 0.04% 152
2018
Q2 		$708K Buy
15,175
+5,275
+53% +$226K 0.04% 154
2018
Q1 		$396K Buy
9,900
+3,650
+58% +$148K 0.02% 213
2017
Q4 		$269K Buy
6,250
+500
+9% +$20.1K 0.02% 240
2017
Q3 		$232K Hold
5,750
– – 0.02% 247
2017
Q2 		$213K Buy
+5,750
New +$198K 0.01% 243

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

Mariner Wealth Advisors (Cincinnati)'s XIFR Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) reduced its XPLR Infrastructure LP (XIFR) stake by 0.82% in Q3 2018, selling an estimated $5.94K and leaving 15,050 shares worth $730K. The position accounts for 0.04% of the portfolio, ranked #152.

Mariner Wealth Advisors (Cincinnati) first reported a position in XIFR in Q2 2017 and has held it in 6 quarters since. 192 funds tracked by Wall St. Rank hold XIFR as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 15,050 shares of XPLR Infrastructure LP worth $730K as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) sold 125 XPLR Infrastructure LP shares in Q3 2018, an estimated $5.94K.
  • XPLR Infrastructure LP made up 0.04% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #152 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in XPLR Infrastructure LP in Q2 2017 and has held it in 6 quarters since.
  • 192 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.