NewEdge Advisors’s DCP Midstream, LP DCP Stock Holding History

NewEdge 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
2023 Q1	–	Sell	-1,171	Closed	-$45.4K	–	4304
2022 Q4	$45.4K	Buy	+1,171	New	+$45.3K	﹤0.01%	1761
2017 Q3	–	Sell	-800	Closed	-$26.7K	–	1200
2017 Q2	$26.7K	Buy	+800	New	+$28.5K	﹤0.01%	656

Other funds holding DCP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NewEdge Advisors's DCP Position: Q1 2023 in Review

NewEdge Advisors sold out of DCP Midstream, LP (DCP) in Q1 2023, closing a stake of 1,171 shares — an estimated $45.4K sold.

NewEdge Advisors first reported a position in DCP in Q2 2017 and held it in 2 quarters. The position peaked at $45.4K in Q4 2022. 126 funds tracked by Wall St. Rank hold DCP as of Q1 2023.

NewEdge Advisors reported no remaining DCP Midstream, LP position as of Q1 2023 after selling out during the quarter.
NewEdge Advisors sold 1,171 DCP Midstream, LP shares in Q1 2023, an estimated $45.4K.
NewEdge Advisors first reported a position in DCP Midstream, LP in Q2 2017 and held it in 2 quarters.
NewEdge Advisors's DCP Midstream, LP position peaked at $45.4K in Q4 2022.
126 funds tracked by Wall St. Rank held DCP Midstream, LP as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.