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

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VFA
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EIP
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Jennison Associates
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Massachusetts Financial Services
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BA
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SCM
Steadfast Capital Management New York $2.65B AUM 26.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ZP
Zimmer Partners New York $4.08B AUM 14.2% 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