Creative Planning
DCP

Creative Planning’s DCP Midstream, LP DCP Stock Holding History

Creative Planning’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
Q1 		– Sell
-9,292
Closed -$228K – 2137
2019
Q4 		$228K Sell
9,292
-740
-7% -$17.4K ﹤0.01% 1566
2019
Q3 		$263K Buy
10,032
+1,000
+11% +$27.2K ﹤0.01% 1445
2019
Q2 		$265K Hold
9,032
– – ﹤0.01% 1449
2019
Q1 		$299K Buy
9,032
+287
+3% +$9.18K ﹤0.01% 1328
2018
Q4 		$232K Buy
8,745
+360
+4% +$12.9K ﹤0.01% 1388
2018
Q3 		$332K Sell
8,385
-5,428
-39% -$228K ﹤0.01% 1336
2018
Q2 		$546K Sell
13,813
-29,391
-68% -$1.13M ﹤0.01% 1025
2018
Q1 		$1.52M Buy
43,204
+29,191
+208% +$1.11M 0.01% 543
2017
Q4 		$509K Hold
14,013
– – ﹤0.01% 1062
2017
Q3 		$485K Buy
14,013
+601
+4% +$19.8K ﹤0.01% 1071
2017
Q2 		$454K Sell
13,412
-9,663
-42% -$344K ﹤0.01% 1069
2017
Q1 		$905K Buy
23,075
+1,911
+9% +$73.9K ﹤0.01% 718
2016
Q4 		$812K Buy
21,164
+1,226
+6% +$42.8K ﹤0.01% 702
2016
Q3 		$704K Buy
19,938
+2,294
+13% +$78.2K ﹤0.01% 744
2016
Q2 		$609K Buy
17,644
+3,912
+28% +$129K ﹤0.01% 695
2016
Q1 		$374K Sell
13,732
-14,216
-51% -$298K ﹤0.01% 878
2015
Q4 		$689K Sell
27,948
-671
-2% -$17.4K 0.01% 624
2015
Q3 		$692K Buy
28,619
+6,713
+31% +$194K 0.01% 608
2015
Q2 		$672K Buy
21,906
+361
+2% +$13.5K 0.01% 584
2015
Q1 		$796K Buy
21,545
+238
+1% +$9.39K 0.01% 543
2014
Q4 		$968K Sell
21,307
-2,539
-11% -$127K 0.01% 461
2014
Q3 		$1.3M Buy
23,846
+505
+2% +$27.7K 0.02% 333
2014
Q2 		$1.33M Buy
23,341
+138
+0.6% +$7.47K 0.02% 314
2014
Q1 		$1.16M Buy
23,203
+3
+0% +$148 0.02% 327
2013
Q4 		$1.17M Buy
23,200
+3,200
+16% +$154K 0.02% 270
2013
Q3 		$993K Buy
20,000
+13,000
+186% +$661K 0.02% 263
2013
Q2 		$379K Buy
+7,000
New +$343K 0.01% 483

Other funds holding DCP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BL
Bleichroeder LP New York $579M AUM 94.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning's DCP Position: Q1 2020 in Review

Creative Planning sold out of DCP Midstream, LP (DCP) in Q1 2020, closing a stake of 9,292 shares — an estimated $228K sold.

Creative Planning first reported a position in DCP in Q2 2013 and held it in 27 quarters. The position peaked at $1.52M in Q1 2018. 122 funds tracked by Wall St. Rank hold DCP as of Q1 2020.

  • Creative Planning reported no remaining DCP Midstream, LP position as of Q1 2020 after selling out during the quarter.
  • Creative Planning sold 9,292 DCP Midstream, LP shares in Q1 2020, an estimated $228K.
  • Creative Planning first reported a position in DCP Midstream, LP in Q2 2013 and held it in 27 quarters.
  • Creative Planning's DCP Midstream, LP position peaked at $1.52M in Q1 2018.
  • 122 funds tracked by Wall St. Rank held DCP Midstream, LP as of Q1 2020.

Based on Creative Planning's 13F filing for Q1 2020, filed 5 May 2020.