MIS
DCP

Morningstar Investment Services’s DCP Midstream, LP DCP Stock Holding History

Morningstar Investment Services’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
2019
Q4 		– Sell
-7,620
Closed -$200K – 204
2019
Q3 		$200K Hold
7,620
– – ﹤0.01% 188
2019
Q2 		$223K Sell
7,620
-1,316
-15% -$41.1K ﹤0.01% 206
2019
Q1 		$295K Hold
8,936
– – 0.01% 182
2018
Q4 		$237K Hold
8,936
– – ﹤0.01% 197
2018
Q3 		$354K Hold
8,936
– – 0.01% 171
2018
Q2 		$353K Buy
8,936
+400
+5% +$15.3K 0.01% 174
2018
Q1 		$300K Hold
8,536
– – 0.01% 183
2017
Q4 		$310K Buy
+8,536
New +$297K 0.01% 182

Other funds holding DCP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
BL
Bleichroeder LP New York $579M AUM 94.36% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
BPSG
Brookfield Public Securities Group New York $6.17B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morningstar Investment Services's DCP Position: Q4 2019 in Review

Morningstar Investment Services sold out of DCP Midstream, LP (DCP) in Q4 2019, closing a stake of 7,620 shares — an estimated $200K sold.

Morningstar Investment Services first reported a position in DCP in Q4 2017 and held it in 8 quarters. The position peaked at $354K in Q3 2018. 143 funds tracked by Wall St. Rank hold DCP as of Q4 2019.

  • Morningstar Investment Services reported no remaining DCP Midstream, LP position as of Q4 2019 after selling out during the quarter.
  • Morningstar Investment Services sold 7,620 DCP Midstream, LP shares in Q4 2019, an estimated $200K.
  • Morningstar Investment Services first reported a position in DCP Midstream, LP in Q4 2017 and held it in 8 quarters.
  • Morningstar Investment Services's DCP Midstream, LP position peaked at $354K in Q3 2018.
  • 143 funds tracked by Wall St. Rank held DCP Midstream, LP as of Q4 2019.

Based on Morningstar Investment Services's 13F filing for Q4 2019, filed 10 Feb 2020.