JWA
DCP

JFS Wealth Advisors’s DCP Midstream, LP DCP Stock Holding History

JFS Wealth Advisors’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
2020
Q2 		– Sell
-122
Closed – – 589
2020
Q1 		$0 Buy
+122
New +$2.03K ﹤0.01% 582

Other funds holding DCP

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
BL
Bleichroeder LP New York $579M AUM 94.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JFS Wealth Advisors's DCP Position: Q2 2020 in Review

JFS Wealth Advisors sold out of DCP Midstream, LP (DCP) in Q2 2020, closing a stake of 122 shares.

JFS Wealth Advisors first reported a position in DCP in Q1 2020 and held it in 1 quarter. The position peaked at $0 in Q1 2020. 108 funds tracked by Wall St. Rank hold DCP as of Q2 2020.

  • JFS Wealth Advisors reported no remaining DCP Midstream, LP position as of Q2 2020 after selling out during the quarter.
  • JFS Wealth Advisors sold 122 DCP Midstream, LP shares in Q2 2020.
  • JFS Wealth Advisors first reported a position in DCP Midstream, LP in Q1 2020 and held it in 1 quarter.
  • JFS Wealth Advisors's DCP Midstream, LP position peaked at $0 in Q1 2020.
  • 108 funds tracked by Wall St. Rank held DCP Midstream, LP as of Q2 2020.

Based on JFS Wealth Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.