Partnervest Advisory Services’s XPLR Infrastructure LP XIFR Stock Holding History

Partnervest Advisory Services’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
2017 Q4	–	Sell	-8,825	Closed	-$356K	–	199
2017 Q3	$356K	Buy	8,825 +426	+5%	+$16.9K	0.17%	126
2017 Q2	$311K	Buy	+8,399	New	+$289K	0.14%	144
2017 Q1	–	Sell	-9,556	Closed	-$244K	–	214
2016 Q4	$244K	Buy	+9,556	New	+$250K	0.11%	170

Other funds holding XIFR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BIC

Beach Investment Counsel West Conshohocken, Pennsylvania $679M AUM 20.28% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Partnervest Advisory Services's XIFR Position: Q4 2017 in Review

Partnervest Advisory Services sold out of XPLR Infrastructure LP (XIFR) in Q4 2017, closing a stake of 8,825 shares — an estimated $356K sold.

Partnervest Advisory Services first reported a position in XIFR in Q4 2016 and held it in 3 quarters. The position peaked at $356K in Q3 2017. 161 funds tracked by Wall St. Rank hold XIFR as of Q4 2017.

Partnervest Advisory Services reported no remaining XPLR Infrastructure LP position as of Q4 2017 after selling out during the quarter.
Partnervest Advisory Services sold 8,825 XPLR Infrastructure LP shares in Q4 2017, an estimated $356K.
Partnervest Advisory Services first reported a position in XPLR Infrastructure LP in Q4 2016 and held it in 3 quarters.
Partnervest Advisory Services's XPLR Infrastructure LP position peaked at $356K in Q3 2017.
161 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q4 2017.

Based on Partnervest Advisory Services's 13F filing for Q4 2017, filed 23 Jan 2018.