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

IHT 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
2021 Q3	–	Sell	-13,836	Closed	-$425K	–	1005
2021 Q2	$425K	Buy	13,836 +66	+0.5%	+$1.71K	0.03%	583
2021 Q1	$298K	Buy	+13,770	New	+$303K	0.02%	635
2020 Q2	–	Sell	-12,850	Closed	-$52K	–	649
2020 Q1	$52K	Buy	+12,850	New	+$214K	0.01%	532

Other funds holding DCP

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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 Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IHT Wealth Management's DCP Position: Q3 2021 in Review

IHT Wealth Management sold out of DCP Midstream, LP (DCP) in Q3 2021, closing a stake of 13,836 shares — an estimated $425K sold.

IHT Wealth Management first reported a position in DCP in Q1 2020 and held it in 3 quarters. The position peaked at $425K in Q2 2021. 135 funds tracked by Wall St. Rank hold DCP as of Q3 2021.

IHT Wealth Management reported no remaining DCP Midstream, LP position as of Q3 2021 after selling out during the quarter.
IHT Wealth Management sold 13,836 DCP Midstream, LP shares in Q3 2021, an estimated $425K.
IHT Wealth Management first reported a position in DCP Midstream, LP in Q1 2020 and held it in 3 quarters.
IHT Wealth Management's DCP Midstream, LP position peaked at $425K in Q2 2021.
135 funds tracked by Wall St. Rank held DCP Midstream, LP as of Q3 2021.

Based on IHT Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.