FI
DCP

FormulaFolio Investments’s DCP Midstream, LP DCP Stock Holding History

FormulaFolio Investments’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
2021
Q1 		– Sell
-26,812
Closed -$497K – 841
2020
Q4 		$497K Buy
+26,812
New +$421K 0.01% 444

Other funds holding DCP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FormulaFolio Investments's DCP Position: Q1 2021 in Review

FormulaFolio Investments sold out of DCP Midstream, LP (DCP) in Q1 2021, closing a stake of 26,812 shares — an estimated $497K sold.

FormulaFolio Investments first reported a position in DCP in Q4 2020 and held it in 1 quarter. The position peaked at $497K in Q4 2020. 134 funds tracked by Wall St. Rank hold DCP as of Q1 2021.

  • FormulaFolio Investments reported no remaining DCP Midstream, LP position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 26,812 DCP Midstream, LP shares in Q1 2021, an estimated $497K.
  • FormulaFolio Investments first reported a position in DCP Midstream, LP in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's DCP Midstream, LP position peaked at $497K in Q4 2020.
  • 134 funds tracked by Wall St. Rank held DCP Midstream, LP as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.