Clifford Swan Investment Counsel’s DCP Midstream, LP DCP Stock Holding History

Clifford Swan Investment Counsel’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
2022 Q4	–	Sell	-8,400	Closed	-$316K	–	319
2022 Q3	$316K	Hold	8,400	–	–	0.01%	250
2022 Q2	$248K	Hold	8,400	–	–	0.01%	290
2022 Q1	$282K	Hold	8,400	–	–	0.01%	288
2021 Q4	$231K	Hold	8,400	–	–	0.01%	313
2021 Q3	$263K	Hold	8,400	–	–	0.01%	304
2021 Q2	$227K	Buy	+8,400	New	+$217K	0.01%	309
2020 Q3	–	Sell	-20,597	Closed	-$233K	–	322
2020 Q2	$233K	Hold	20,597	–	–	0.01%	280
2020 Q1	$84K	Hold	20,597	–	–	0.01%	293
2019 Q4	$504K	Hold	20,597	–	–	0.02%	215
2019 Q3	$540K	Hold	20,597	–	–	0.03%	199
2019 Q2	$603K	Sell	20,597 -786	-4%	-$24.5K	0.03%	192
2019 Q1	$707K	Hold	21,383	–	–	0.04%	181
2018 Q4	$566K	Buy	21,383 +1,040	+5%	+$37.3K	0.03%	194
2018 Q3	$805K	Buy	20,343 +201	+1%	+$8.45K	0.04%	169
2018 Q2	$797K	Buy	20,142 +227	+1%	+$8.7K	0.04%	167
2018 Q1	$699K	Buy	19,915 +8,630	+76%	+$328K	0.04%	180
2017 Q4	$410K	Sell	11,285 -8,142	-42%	-$283K	0.02%	229
2017 Q3	$673K	Buy	19,427 +265	+1%	+$8.73K	0.04%	185
2017 Q2	$648K	Buy	19,162 +220	+1%	+$7.84K	0.04%	194
2017 Q1	$743K	Buy	+18,942	New	+$732K	0.05%	176

Other funds holding DCP

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

TCA

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

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

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

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

Citigroup New York $235B AUM 32.99% 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 $67.7B AUM 51.91% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Clifford Swan Investment Counsel's DCP Position: Q4 2022 in Review

Clifford Swan Investment Counsel sold out of DCP Midstream, LP (DCP) in Q4 2022, closing a stake of 8,400 shares — an estimated $316K sold.

Clifford Swan Investment Counsel first reported a position in DCP in Q1 2017 and held it in 20 quarters. The position peaked at $805K in Q3 2018. 148 funds tracked by Wall St. Rank hold DCP as of Q4 2022.

Clifford Swan Investment Counsel reported no remaining DCP Midstream, LP position as of Q4 2022 after selling out during the quarter.
Clifford Swan Investment Counsel sold 8,400 DCP Midstream, LP shares in Q4 2022, an estimated $316K.
Clifford Swan Investment Counsel first reported a position in DCP Midstream, LP in Q1 2017 and held it in 20 quarters.
Clifford Swan Investment Counsel's DCP Midstream, LP position peaked at $805K in Q3 2018.
148 funds tracked by Wall St. Rank held DCP Midstream, LP as of Q4 2022.

Based on Clifford Swan Investment Counsel's 13F filing for Q4 2022, filed 3 Feb 2023.