KPW
DCP

Kore Private Wealth’s DCP Midstream, LP DCP Stock Holding History

Kore Private Wealth’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
Q3 		– Sell
-1,050
Closed -$11K – 1148
2020
Q2 		$11K Hold
1,050
– – ﹤0.01% 776
2020
Q1 		$4K Sell
1,050
-163,351
-99% -$2.72M ﹤0.01% 861
2019
Q4 		$4.03M Sell
164,401
-2,813
-2% -$66.1K 0.76% 34
2019
Q3 		$4.37M Sell
167,214
-19,556
-10% -$533K 0.98% 31
2019
Q2 		$5.47M Sell
186,770
-2,306
-1% -$72K 1.24% 23
2019
Q1 		$6.25M Buy
189,076
+2,480
+1% +$79.3K 1.41% 18
2018
Q4 		$4.94M Buy
+186,596
New +$6.7M 1.36% 18

Other funds holding DCP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kore Private Wealth's DCP Position: Q3 2020 in Review

Kore Private Wealth sold out of DCP Midstream, LP (DCP) in Q3 2020, closing a stake of 1,050 shares — an estimated $11K sold.

Kore Private Wealth first reported a position in DCP in Q4 2018 and held it in 7 quarters. The position peaked at $6.25M in Q1 2019. 107 funds tracked by Wall St. Rank hold DCP as of Q3 2020.

  • Kore Private Wealth reported no remaining DCP Midstream, LP position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 1,050 DCP Midstream, LP shares in Q3 2020, an estimated $11K.
  • Kore Private Wealth first reported a position in DCP Midstream, LP in Q4 2018 and held it in 7 quarters.
  • Kore Private Wealth's DCP Midstream, LP position peaked at $6.25M in Q1 2019.
  • 107 funds tracked by Wall St. Rank held DCP Midstream, LP as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.