AWA
DCP

AmeriServ Wealth Advisors’s DCP Midstream, LP DCP Stock Holding History

AmeriServ Wealth Advisors’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
2014
Q4 		– Sell
-4,329
Closed -$236K – 126
2014
Q3 		$236K Hold
4,329
– – 0.41% 92
2014
Q2 		$247K Hold
4,329
– – 0.27% 101
2014
Q1 		$217K Hold
4,329
– – 0.22% 121
2013
Q4 		$218K Sell
4,329
-28
-0.6% -$1.35K 0.13% 164
2013
Q3 		$216K Hold
4,357
– – 0.14% 162
2013
Q2 		$236K Buy
+4,357
New +$214K 0.15% 150

Other funds holding DCP

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return

AmeriServ Wealth Advisors's DCP Position: Q4 2014 in Review

AmeriServ Wealth Advisors sold out of DCP Midstream, LP (DCP) in Q4 2014, closing a stake of 4,329 shares — an estimated $236K sold.

AmeriServ Wealth Advisors first reported a position in DCP in Q2 2013 and held it in 6 quarters. The position peaked at $247K in Q2 2014. 167 funds tracked by Wall St. Rank hold DCP as of Q4 2014.

  • AmeriServ Wealth Advisors reported no remaining DCP Midstream, LP position as of Q4 2014 after selling out during the quarter.
  • AmeriServ Wealth Advisors sold 4,329 DCP Midstream, LP shares in Q4 2014, an estimated $236K.
  • AmeriServ Wealth Advisors first reported a position in DCP Midstream, LP in Q2 2013 and held it in 6 quarters.
  • AmeriServ Wealth Advisors's DCP Midstream, LP position peaked at $247K in Q2 2014.
  • 167 funds tracked by Wall St. Rank held DCP Midstream, LP as of Q4 2014.

Based on AmeriServ Wealth Advisors's 13F filing for Q4 2014, filed 13 Feb 2015.