BGA
DCP

Belmont Global Advisors’s DCP Midstream, LP DCP Stock Holding History

Belmont Global 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
2015
Q1 		– Sell
-14,300
Closed -$650K – 115
2014
Q4 		$650K Sell
14,300
-5,450
-28% -$273K 0.64% 42
2014
Q3 		$1.07M Buy
19,750
+2,250
+13% +$123K 0.84% 42
2014
Q2 		$997K Hold
17,500
– – 0.72% 44
2014
Q1 		$877K Buy
17,500
+1,200
+7% +$59.4K 0.74% 40
2013
Q4 		$821K Buy
+16,300
New +$784K 0.66% 42

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
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Belmont Global Advisors's DCP Position: Q1 2015 in Review

Belmont Global Advisors sold out of DCP Midstream, LP (DCP) in Q1 2015, closing a stake of 14,300 shares — an estimated $650K sold.

Belmont Global Advisors first reported a position in DCP in Q4 2013 and held it in 5 quarters. The position peaked at $1.07M in Q3 2014. 148 funds tracked by Wall St. Rank hold DCP as of Q1 2015.

  • Belmont Global Advisors reported no remaining DCP Midstream, LP position as of Q1 2015 after selling out during the quarter.
  • Belmont Global Advisors sold 14,300 DCP Midstream, LP shares in Q1 2015, an estimated $650K.
  • Belmont Global Advisors first reported a position in DCP Midstream, LP in Q4 2013 and held it in 5 quarters.
  • Belmont Global Advisors's DCP Midstream, LP position peaked at $1.07M in Q3 2014.
  • 148 funds tracked by Wall St. Rank held DCP Midstream, LP as of Q1 2015.

Based on Belmont Global Advisors's 13F filing for Q1 2015, filed 15 May 2015.