Alpha Cubed Investments’s DCP Midstream, LP DCP Stock Holding History

Alpha Cubed Investments’s Portfolio DCP Stock Details DCP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-7,000	Closed	-$215K	–	288
2021 Q2	$215K	Buy	+7,000	New	+$181K	0.02%	248
2019 Q2	–	Sell	-6,500	Closed	-$215K	–	272
2019 Q1	$215K	Buy	+6,500	New	+$208K	0.03%	216
2018 Q4	–	Sell	-6,520	Closed	-$266K	–	320
2018 Q3	$266K	Buy	6,520 +20	+0.3%	+$841	0.03%	253
2018 Q2	$257K	Hold	6,500	–	–	0.03%	189
2018 Q1	$228K	Hold	6,500	–	–	0.03%	203
2017 Q4	$236K	Buy	+6,500	New	+$226K	0.03%	210

Other funds holding DCP

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alpha Cubed Investments's DCP Position: Q3 2021 in Review

Alpha Cubed Investments sold out of DCP Midstream, LP (DCP) in Q3 2021, closing a stake of 7,000 shares — an estimated $215K sold.

Alpha Cubed Investments first reported a position in DCP in Q4 2017 and held it in 6 quarters. The position peaked at $266K in Q3 2018. 135 funds tracked by Wall St. Rank hold DCP as of Q3 2021.

Alpha Cubed Investments reported no remaining DCP Midstream, LP position as of Q3 2021 after selling out during the quarter.
Alpha Cubed Investments sold 7,000 DCP Midstream, LP shares in Q3 2021, an estimated $215K.
Alpha Cubed Investments first reported a position in DCP Midstream, LP in Q4 2017 and held it in 6 quarters.
Alpha Cubed Investments's DCP Midstream, LP position peaked at $266K in Q3 2018.
135 funds tracked by Wall St. Rank held DCP Midstream, LP as of Q3 2021.

Based on Alpha Cubed Investments's 13F filing for Q3 2021, filed 26 Oct 2021.