TWMP
XIFR

Taylor Wealth Management Partners’s XPLR Infrastructure LP XIFR Stock Holding History

Taylor Wealth Management Partners’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
2015
Q3 		– Sell
-158,309
Closed -$6.27M – 186
2015
Q2 		$6.27M Sell
158,309
-45
-0% -$1.95K 2% 26
2015
Q1 		$6.94M Buy
+158,354
New +$6.3M 2.18% 24

Other funds holding XIFR

VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
SCM
Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
BIC
Beach Investment Counsel West Conshohocken, Pennsylvania $679M AUM 20.28% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Taylor Wealth Management Partners's XIFR Position: Q3 2015 in Review

Taylor Wealth Management Partners sold out of XPLR Infrastructure LP (XIFR) in Q3 2015, closing a stake of 158,309 shares — an estimated $6.27M sold.

Taylor Wealth Management Partners first reported a position in XIFR in Q1 2015 and held it in 2 quarters. The position peaked at $6.94M in Q1 2015. 109 funds tracked by Wall St. Rank hold XIFR as of Q3 2015.

  • Taylor Wealth Management Partners reported no remaining XPLR Infrastructure LP position as of Q3 2015 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 158,309 XPLR Infrastructure LP shares in Q3 2015, an estimated $6.27M.
  • Taylor Wealth Management Partners first reported a position in XPLR Infrastructure LP in Q1 2015 and held it in 2 quarters.
  • Taylor Wealth Management Partners's XPLR Infrastructure LP position peaked at $6.94M in Q1 2015.
  • 109 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q3 2015.

Based on Taylor Wealth Management Partners's 13F filing for Q3 2015, filed 6 Nov 2015.