MYIA
DCP

Mount Yale Investment Advisors’s DCP Midstream, LP DCP Stock Holding History

Mount Yale Investment 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
2018
Q4 		– Sell
-1,040
Closed -$42K – 836
2018
Q3 		$42K Sell
1,040
-1,400
-57% -$58.9K 0.01% 637
2018
Q2 		$97K Hold
2,440
– – 0.02% 469
2018
Q1 		$86K Buy
+2,440
New +$92.8K 0.02% 501

Other funds holding DCP

HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 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
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Mount Yale Investment Advisors's DCP Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of DCP Midstream, LP (DCP) in Q4 2018, closing a stake of 1,040 shares — an estimated $42K sold.

Mount Yale Investment Advisors first reported a position in DCP in Q1 2018 and held it in 3 quarters. The position peaked at $97K in Q2 2018. 149 funds tracked by Wall St. Rank hold DCP as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining DCP Midstream, LP position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,040 DCP Midstream, LP shares in Q4 2018, an estimated $42K.
  • Mount Yale Investment Advisors first reported a position in DCP Midstream, LP in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's DCP Midstream, LP position peaked at $97K in Q2 2018.
  • 149 funds tracked by Wall St. Rank held DCP Midstream, LP as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.