WAM
XIFR

Wealthspire Advisors (Maryland)’s XPLR Infrastructure LP XIFR Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-1,677
Closed -$78K – 2167
2019
Q1 		$78K Buy
1,677
+80
+5% +$3.47K 0.01% 730
2018
Q4 		$69K Sell
1,597
-70
-4% -$3.19K 0.01% 735
2018
Q3 		$81K Hold
1,667
– – 0.01% 777
2018
Q2 		$78K Sell
1,667
-70
-4% -$2.99K 0.01% 809
2018
Q1 		$69K Sell
1,737
-40
-2% -$1.62K 0.01% 869
2017
Q4 		$77K Hold
1,777
– – 0.01% 824
2017
Q3 		$72K Buy
1,777
+90
+5% +$3.58K 0.01% 836
2017
Q2 		$62K Sell
1,687
-60
-3% -$2.07K 0.01% 872
2017
Q1 		$58K Buy
1,747
+1,250
+252% +$37.9K 0.01% 767
2016
Q4 		$13K Buy
497
+50
+11% +$1.31K ﹤0.01% 1146
2016
Q3 		$13K Buy
+447
New +$13.5K ﹤0.01% 1186

Other funds holding XIFR

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EIP
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Jennison Associates
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WHRC
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.01B AUM 30.38% 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 $298B AUM 21.96% 1-Year Est. Return