Next Financial Group’s DCP Midstream, LP DCP Stock Holding History

Next Financial Group’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
2021 Q3	–	Sell	-175	Closed	-$5K	–	2843
2021 Q2	$5K	Hold	175	–	–	﹤0.01%	2226
2021 Q1	$4K	Hold	175	–	–	﹤0.01%	2192
2020 Q4	$3K	Hold	175	–	–	﹤0.01%	2147
2020 Q3	$2K	Buy	+175	New	+$2.12K	﹤0.01%	2065
2020 Q2	–	Sell	-175	Closed	-$1K	–	2022
2020 Q1	$1K	Hold	175	–	–	﹤0.01%	2071
2019 Q4	$4K	Hold	175	–	–	﹤0.01%	2046
2019 Q3	$5K	Hold	175	–	–	﹤0.01%	1929
2019 Q2	$5K	Buy	+175	New	+$5.46K	﹤0.01%	1919
2019 Q1	–	Sell	-175	Closed	-$5K	–	2187
2018 Q4	$5K	Buy	+175	New	+$6.28K	﹤0.01%	1566
2017 Q2	–	Sell	-200	Closed	-$8K	–	2002
2017 Q1	$8K	Buy	+200	New	+$7.73K	﹤0.01%	1381

Other funds holding DCP

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

TCA

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

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Next Financial Group's DCP Position: Q3 2021 in Review

Next Financial Group sold out of DCP Midstream, LP (DCP) in Q3 2021, closing a stake of 175 shares — an estimated $5K sold.

Next Financial Group first reported a position in DCP in Q1 2017 and held it in 10 quarters. The position peaked at $8K in Q1 2017. 135 funds tracked by Wall St. Rank hold DCP as of Q3 2021.

Next Financial Group reported no remaining DCP Midstream, LP position as of Q3 2021 after selling out during the quarter.
Next Financial Group sold 175 DCP Midstream, LP shares in Q3 2021, an estimated $5K.
Next Financial Group first reported a position in DCP Midstream, LP in Q1 2017 and held it in 10 quarters.
Next Financial Group's DCP Midstream, LP position peaked at $8K in Q1 2017.
135 funds tracked by Wall St. Rank held DCP Midstream, LP as of Q3 2021.

Based on Next Financial Group's 13F filing for Q3 2021, filed 15 Oct 2021.