KT
DCP

Kanaly Trust’s DCP Midstream, LP DCP Stock Holding History

Kanaly Trust’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
2014
Q4 		– Sell
-300
Closed -$16K – 807
2014
Q3 		$16K Hold
300
– – ﹤0.01% 414
2014
Q2 		$17K Hold
300
– – ﹤0.01% 422
2014
Q1 		$15K Hold
300
– – ﹤0.01% 432
2013
Q4 		$15K Buy
+300
New +$14.4K ﹤0.01% 403

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return

Kanaly Trust's DCP Position: Q4 2014 in Review

Kanaly Trust sold out of DCP Midstream, LP (DCP) in Q4 2014, closing a stake of 300 shares — an estimated $16K sold.

Kanaly Trust first reported a position in DCP in Q4 2013 and held it in 4 quarters. The position peaked at $17K in Q2 2014. 167 funds tracked by Wall St. Rank hold DCP as of Q4 2014.

  • Kanaly Trust reported no remaining DCP Midstream, LP position as of Q4 2014 after selling out during the quarter.
  • Kanaly Trust sold 300 DCP Midstream, LP shares in Q4 2014, an estimated $16K.
  • Kanaly Trust first reported a position in DCP Midstream, LP in Q4 2013 and held it in 4 quarters.
  • Kanaly Trust's DCP Midstream, LP position peaked at $17K in Q2 2014.
  • 167 funds tracked by Wall St. Rank held DCP Midstream, LP as of Q4 2014.

Based on Kanaly Trust's 13F filing for Q4 2014, filed 26 Jan 2015.