GWM
DCP

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

Gupta 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
2015
Q2 		– Sell
-300
Closed -$11K – 1348
2015
Q1 		$11K Buy
+300
New +$11.8K ﹤0.01% 741

Other funds holding DCP

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Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return

Gupta Wealth Management's DCP Position: Q2 2015 in Review

Gupta Wealth Management sold out of DCP Midstream, LP (DCP) in Q2 2015, closing a stake of 300 shares — an estimated $11K sold.

Gupta Wealth Management first reported a position in DCP in Q1 2015 and held it in 1 quarter. The position peaked at $11K in Q1 2015. 143 funds tracked by Wall St. Rank hold DCP as of Q2 2015.

  • Gupta Wealth Management reported no remaining DCP Midstream, LP position as of Q2 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 300 DCP Midstream, LP shares in Q2 2015, an estimated $11K.
  • Gupta Wealth Management first reported a position in DCP Midstream, LP in Q1 2015 and held it in 1 quarter.
  • Gupta Wealth Management's DCP Midstream, LP position peaked at $11K in Q1 2015.
  • 143 funds tracked by Wall St. Rank held DCP Midstream, LP as of Q2 2015.

Based on Gupta Wealth Management's 13F filing for Q2 2015, filed 26 Aug 2015.