PWM
DCP

Perigon Wealth Management’s DCP Midstream, LP DCP Stock Holding History

Perigon Wealth Management’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
Q1 		– Sell
-2,184
Closed -$40K – 1079
2020
Q4 		$40K Buy
+2,184
New +$34.3K ﹤0.01% 816
2018
Q2 		– Sell
-2,687
Closed -$94K – 640
2018
Q1 		$94K Hold
2,687
– – 0.03% 235
2017
Q4 		$98K Hold
2,687
– – 0.04% 201
2017
Q3 		$93K Buy
+2,687
New +$88.5K 0.03% 262

Other funds holding DCP

AA
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
RA
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
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Perigon Wealth Management's DCP Position: Q1 2021 in Review

Perigon Wealth Management sold out of DCP Midstream, LP (DCP) in Q1 2021, closing a stake of 2,184 shares — an estimated $40K sold.

Perigon Wealth Management first reported a position in DCP in Q3 2017 and held it in 4 quarters. The position peaked at $98K in Q4 2017. 134 funds tracked by Wall St. Rank hold DCP as of Q1 2021.

  • Perigon Wealth Management reported no remaining DCP Midstream, LP position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 2,184 DCP Midstream, LP shares in Q1 2021, an estimated $40K.
  • Perigon Wealth Management first reported a position in DCP Midstream, LP in Q3 2017 and held it in 4 quarters.
  • Perigon Wealth Management's DCP Midstream, LP position peaked at $98K in Q4 2017.
  • 134 funds tracked by Wall St. Rank held DCP Midstream, LP as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.