Avior Wealth Management’s DCP Midstream, LP DCP Stock Holding History

Avior Wealth Management’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
2020 Q4	–	Sell	-1,505	Closed	-$16K	–	1105
2020 Q3	$16K	Hold	1,505	–	–	﹤0.01%	633
2020 Q2	$17K	Buy	+1,505	New	+$14.3K	﹤0.01%	601
2020 Q1	–	Sell	-1,795	Closed	-$43K	–	917
2019 Q4	$43K	Buy	1,795 +1,021	+132%	+$24K	0.01%	473
2019 Q3	$20K	Hold	774	–	–	﹤0.01%	527
2019 Q2	$23K	Hold	774	–	–	﹤0.01%	515
2019 Q1	$25K	Sell	774 -49	-6%	-$1.57K	0.01%	471
2018 Q4	$21K	Buy	+823	New	+$29.5K	0.01%	519
2016 Q2	–	Sell	-301	Closed	-$8K	–	496
2016 Q1	$8K	Sell	301 -114	-27%	-$2.39K	﹤0.01%	363
2015 Q4	$10K	Sell	415 -73	-15%	-$1.89K	0.01%	322
2015 Q3	$12K	Hold	488	–	–	0.01%	273
2015 Q2	$15K	Buy	+488	New	+$18.3K	0.01%	238

Other funds holding DCP

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCA

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

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 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

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

Avior Wealth Management's DCP Position: Q4 2020 in Review

Avior Wealth Management sold out of DCP Midstream, LP (DCP) in Q4 2020, closing a stake of 1,505 shares — an estimated $16K sold.

Avior Wealth Management first reported a position in DCP in Q2 2015 and held it in 11 quarters. The position peaked at $43K in Q4 2019. 123 funds tracked by Wall St. Rank hold DCP as of Q4 2020.

Avior Wealth Management reported no remaining DCP Midstream, LP position as of Q4 2020 after selling out during the quarter.
Avior Wealth Management sold 1,505 DCP Midstream, LP shares in Q4 2020, an estimated $16K.
Avior Wealth Management first reported a position in DCP Midstream, LP in Q2 2015 and held it in 11 quarters.
Avior Wealth Management's DCP Midstream, LP position peaked at $43K in Q4 2019.
123 funds tracked by Wall St. Rank held DCP Midstream, LP as of Q4 2020.

Based on Avior Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.