Howe & Rusling’s DCP Midstream, LP DCP Stock Holding History

Howe & Rusling’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	-230	Closed	-$9K	–	1119
2022 Q3	$9K	Buy	+230	New	+$8.05K	﹤0.01%	566
2020 Q1	–	Sell	-345	Closed	-$8K	–	906
2019 Q4	$8K	Hold	345	–	–	﹤0.01%	500
2019 Q3	$9K	Buy	+345	New	+$9.4K	﹤0.01%	484

Other funds holding DCP

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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 $299B AUM 28.69% 1-Year Est. Return

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

Howe & Rusling's DCP Position: Q4 2022 in Review

Howe & Rusling sold out of DCP Midstream, LP (DCP) in Q4 2022, closing a stake of 230 shares — an estimated $9K sold.

Howe & Rusling first reported a position in DCP in Q3 2019 and held it in 3 quarters. The position peaked at $9K in Q3 2022. 148 funds tracked by Wall St. Rank hold DCP as of Q4 2022.

Howe & Rusling reported no remaining DCP Midstream, LP position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 230 DCP Midstream, LP shares in Q4 2022, an estimated $9K.
Howe & Rusling first reported a position in DCP Midstream, LP in Q3 2019 and held it in 3 quarters.
Howe & Rusling's DCP Midstream, LP position peaked at $9K in Q3 2022.
148 funds tracked by Wall St. Rank held DCP Midstream, LP as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.