IMS
DCP

Index Management Solutions’s DCP Midstream, LP DCP Stock Holding History

Index Management Solutions’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
Q1 		– Sell
-47,058
Closed -$2.14M – 878
2014
Q4 		$2.14M Buy
47,058
+13,463
+40% +$673K 0.29% 91
2014
Q3 		$1.83M Buy
33,595
+2,274
+7% +$125K 0.21% 96
2014
Q2 		$1.78M Buy
31,321
+2,702
+9% +$146K 0.22% 92
2014
Q1 		$1.43M Sell
28,619
-3,991
-12% -$197K 0.23% 84
2013
Q4 		$1.64M Buy
32,610
+5,610
+21% +$270K 0.41% 35
2013
Q3 		$1.34M Buy
+27,000
New +$1.37M 0.4% 31

Other funds holding DCP

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Index Management Solutions's DCP Position: Q1 2015 in Review

Index Management Solutions sold out of DCP Midstream, LP (DCP) in Q1 2015, closing a stake of 47,058 shares — an estimated $2.14M sold.

Index Management Solutions first reported a position in DCP in Q3 2013 and held it in 6 quarters. The position peaked at $2.14M in Q4 2014. 148 funds tracked by Wall St. Rank hold DCP as of Q1 2015.

  • Index Management Solutions reported no remaining DCP Midstream, LP position as of Q1 2015 after selling out during the quarter.
  • Index Management Solutions sold 47,058 DCP Midstream, LP shares in Q1 2015, an estimated $2.14M.
  • Index Management Solutions first reported a position in DCP Midstream, LP in Q3 2013 and held it in 6 quarters.
  • Index Management Solutions's DCP Midstream, LP position peaked at $2.14M in Q4 2014.
  • 148 funds tracked by Wall St. Rank held DCP Midstream, LP as of Q1 2015.

Based on Index Management Solutions's 13F filing for Q1 2015, filed 15 May 2015.