MFW
DCP

Mosaic Family Wealth’s DCP Midstream, LP DCP Stock Holding History

Mosaic Family 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
2019
Q2 		– Sell
-2,181
Closed -$72K – 644
2019
Q1 		$72K Hold
2,181
– – 0.03% 274
2018
Q4 		$58K Hold
2,181
– – 0.02% 290
2018
Q3 		$79K Hold
2,181
– – 0.03% 263
2018
Q2 		$86K Hold
2,181
– – 0.03% 242
2018
Q1 		$77K Hold
2,181
– – 0.03% 257
2017
Q4 		$79K Sell
2,181
-940
-30% -$32.7K 0.03% 265
2017
Q3 		$108K Buy
3,121
+800
+34% +$26.3K 0.04% 257
2017
Q2 		$79K Sell
2,321
-1,043
-31% -$37.2K 0.03% 274
2017
Q1 		$132K Sell
3,364
-254
-7% -$9.82K 0.06% 230
2016
Q4 		$139K Hold
3,618
– – 0.06% 220
2016
Q3 		$128K Hold
3,618
– – 0.06% 224
2016
Q2 		$125K Hold
3,618
– – 0.06% 209
2016
Q1 		$98K Hold
3,618
– – 0.05% 240
2015
Q4 		$89K Buy
+3,618
New +$93.7K 0.04% 237

Other funds holding DCP

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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Mosaic Family Wealth's DCP Position: Q2 2019 in Review

Mosaic Family Wealth sold out of DCP Midstream, LP (DCP) in Q2 2019, closing a stake of 2,181 shares — an estimated $72K sold.

Mosaic Family Wealth first reported a position in DCP in Q4 2015 and held it in 14 quarters. The position peaked at $139K in Q4 2016. 154 funds tracked by Wall St. Rank hold DCP as of Q2 2019.

  • Mosaic Family Wealth reported no remaining DCP Midstream, LP position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 2,181 DCP Midstream, LP shares in Q2 2019, an estimated $72K.
  • Mosaic Family Wealth first reported a position in DCP Midstream, LP in Q4 2015 and held it in 14 quarters.
  • Mosaic Family Wealth's DCP Midstream, LP position peaked at $139K in Q4 2016.
  • 154 funds tracked by Wall St. Rank held DCP Midstream, LP as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.