Phillips Financial Management’s DCP Midstream, LP DCP Stock Holding History

Phillips Financial 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
2017 Q4	–	Sell	-10,700	Closed	-$371K	–	73
2017 Q3	$371K	Hold	10,700	–	–	0.08%	68
2017 Q2	$370K	Hold	10,700	–	–	0.08%	67
2017 Q1	$404K	Hold	10,700	–	–	0.1%	65
2016 Q4	$409K	Hold	10,700	–	–	0.1%	66
2016 Q3	$378K	Hold	10,700	–	–	0.1%	64
2016 Q2	$377K	Hold	10,700	–	–	0.1%	60
2016 Q1	$276K	Hold	10,700	–	–	0.08%	60
2015 Q4	$210K	Sell	10,700 -600	-5%	-$15.5K	0.06%	60
2015 Q3	$321K	Hold	11,300	–	–	0.09%	60
2015 Q2	$348K	Hold	11,300	–	–	0.1%	61
2015 Q1	$449K	Hold	11,300	–	–	0.12%	62
2014 Q4	$517K	Hold	11,300	–	–	0.15%	60
2014 Q3	$591K	Buy	+11,300	New	+$620K	0.18%	61

Other funds holding DCP

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

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

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

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

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

TCA

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Phillips Financial Management's DCP Position: Q4 2017 in Review

Phillips Financial Management sold out of DCP Midstream, LP (DCP) in Q4 2017, closing a stake of 10,700 shares — an estimated $371K sold.

Phillips Financial Management first reported a position in DCP in Q3 2014 and held it in 13 quarters. The position peaked at $591K in Q3 2014. 157 funds tracked by Wall St. Rank hold DCP as of Q4 2017.

Phillips Financial Management reported no remaining DCP Midstream, LP position as of Q4 2017 after selling out during the quarter.
Phillips Financial Management sold 10,700 DCP Midstream, LP shares in Q4 2017, an estimated $371K.
Phillips Financial Management first reported a position in DCP Midstream, LP in Q3 2014 and held it in 13 quarters.
Phillips Financial Management's DCP Midstream, LP position peaked at $591K in Q3 2014.
157 funds tracked by Wall St. Rank held DCP Midstream, LP as of Q4 2017.

Based on Phillips Financial Management's 13F filing for Q4 2017, filed 1 Feb 2018.