SMFS
XIFR

Squar Milner Financial Services’s XPLR Infrastructure LP XIFR Stock Holding History

Squar Milner Financial 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
2019
Q3 		– Sell
-670
Closed -$32K – 747
2019
Q2 		$32K Hold
670
– – 0.02% 404
2019
Q1 		$31K Buy
670
+95
+17% +$4.13K 0.02% 381
2018
Q4 		$25K Hold
575
– – 0.02% 372
2018
Q3 		$28K Buy
+575
New +$27.3K 0.03% 373

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
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
BIC
Beach Investment Counsel West Conshohocken, Pennsylvania $679M AUM 20.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return

Squar Milner Financial Services's XIFR Position: Q3 2019 in Review

Squar Milner Financial Services sold out of XPLR Infrastructure LP (XIFR) in Q3 2019, closing a stake of 670 shares — an estimated $32K sold.

Squar Milner Financial Services first reported a position in XIFR in Q3 2018 and held it in 4 quarters. The position peaked at $32K in Q2 2019. 202 funds tracked by Wall St. Rank hold XIFR as of Q3 2019.

  • Squar Milner Financial Services reported no remaining XPLR Infrastructure LP position as of Q3 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 670 XPLR Infrastructure LP shares in Q3 2019, an estimated $32K.
  • Squar Milner Financial Services first reported a position in XPLR Infrastructure LP in Q3 2018 and held it in 4 quarters.
  • Squar Milner Financial Services's XPLR Infrastructure LP position peaked at $32K in Q2 2019.
  • 202 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q3 2019.

Based on Squar Milner Financial Services's 13F filing for Q3 2019, filed 22 Oct 2019.