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

Cedar 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
2019 Q4	–	Sell	-570	Closed	-$15K	–	191
2019 Q3	$15K	Buy	570 +170	+43%	+$4.63K	0.01%	125
2019 Q2	$12K	Hold	400	–	–	0.01%	145
2019 Q1	$13K	Hold	400	–	–	0.01%	140
2018 Q4	$11K	Buy	400 +100	+33%	+$3.59K	0.01%	128
2018 Q3	$12K	Sell	300 -800	-73%	-$33.6K	0.01%	124
2018 Q2	$44K	Sell	1,100 -5,060	-82%	-$194K	0.02%	85
2018 Q1	$216K	Hold	6,160	–	–	0.13%	48
2017 Q4	$224K	Hold	6,160	–	–	0.13%	41
2017 Q3	$213K	Hold	6,160	–	–	0.13%	47
2017 Q2	$208K	Hold	6,160	–	–	0.14%	46
2017 Q1	$242K	Hold	6,160	–	–	0.15%	42
2016 Q4	$236K	Buy	+6,160	New	+$215K	0.16%	44
2016 Q3	–	Sell	-6,160	Closed	-$212K	–	129
2016 Q2	$212K	Buy	+6,160	New	+$203K	0.14%	42

Other funds holding DCP

TCA

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

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

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

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

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Bleichroeder LP New York $579M AUM 94.36% 1-Year Est. Return

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

BPSG

Brookfield Public Securities Group New York $6.17B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cedar Wealth Management's DCP Position: Q4 2019 in Review

Cedar Wealth Management sold out of DCP Midstream, LP (DCP) in Q4 2019, closing a stake of 570 shares — an estimated $15K sold.

Cedar Wealth Management first reported a position in DCP in Q2 2016 and held it in 13 quarters. The position peaked at $242K in Q1 2017. 143 funds tracked by Wall St. Rank hold DCP as of Q4 2019.

Cedar Wealth Management reported no remaining DCP Midstream, LP position as of Q4 2019 after selling out during the quarter.
Cedar Wealth Management sold 570 DCP Midstream, LP shares in Q4 2019, an estimated $15K.
Cedar Wealth Management first reported a position in DCP Midstream, LP in Q2 2016 and held it in 13 quarters.
Cedar Wealth Management's DCP Midstream, LP position peaked at $242K in Q1 2017.
143 funds tracked by Wall St. Rank held DCP Midstream, LP as of Q4 2019.

Based on Cedar Wealth Management's 13F filing for Q4 2019, filed 29 Jan 2020.