Evergreen Capital Management’s DCP Midstream, LP DCP Stock Holding History

Evergreen Capital 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 Q3	–	Sell	-1,000	Closed	-$11K	–	443
2020 Q2	$11K	Hold	1,000	–	–	﹤0.01%	395
2020 Q1	$4K	Hold	1,000	–	–	﹤0.01%	374
2019 Q4	$24K	Buy	+1,000	New	+$23.5K	﹤0.01%	473

Other funds holding DCP

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Evergreen Capital Management's DCP Position: Q2 2023 in Review

Evergreen Capital Management sold out of DCP Midstream, LP (DCP) in Q2 2023, closing a stake of 27,360 shares — an estimated $1.14M sold.

Evergreen Capital Management first reported a position in DCP in Q2 2013 and held it in 39 quarters. The position peaked at $9.6M in Q1 2018. 1 fund tracked by Wall St. Rank holds DCP as of Q2 2023.

Evergreen Capital Management reported no remaining DCP Midstream, LP position as of Q2 2023 after selling out during the quarter.
Evergreen Capital Management sold 27,360 DCP Midstream, LP shares in Q2 2023, an estimated $1.14M.
Evergreen Capital Management first reported a position in DCP Midstream, LP in Q2 2013 and held it in 39 quarters.
Evergreen Capital Management's DCP Midstream, LP position peaked at $9.6M in Q1 2018.
1 fund tracked by Wall St. Rank held DCP Midstream, LP as of Q2 2023.

Based on Evergreen Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.