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Valeo Financial Advisors’s XPLR Infrastructure LP XIFR Stock Holding History

Valeo Financial Advisors’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
2020
Q3 		– Sell
-286
Closed -$15K – 2192
2020
Q2 		$15K Buy
286
+86
+43% +$4.17K ﹤0.01% 1166
2020
Q1 		$9K Buy
+200
New +$10.6K ﹤0.01% 1149

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Valeo Financial Advisors's XIFR Position: Q3 2020 in Review

Valeo Financial Advisors sold out of XPLR Infrastructure LP (XIFR) in Q3 2020, closing a stake of 286 shares — an estimated $15K sold.

Valeo Financial Advisors first reported a position in XIFR in Q1 2020 and held it in 2 quarters. The position peaked at $15K in Q2 2020. 294 funds tracked by Wall St. Rank hold XIFR as of Q3 2020.

  • Valeo Financial Advisors reported no remaining XPLR Infrastructure LP position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 286 XPLR Infrastructure LP shares in Q3 2020, an estimated $15K.
  • Valeo Financial Advisors first reported a position in XPLR Infrastructure LP in Q1 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's XPLR Infrastructure LP position peaked at $15K in Q2 2020.
  • 294 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.