Professional Financial Advisors’s DCP Midstream, LP DCP Stock Holding History

Professional Financial 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
2022 Q4	–	Sell	-4,412	Closed	-$166K	–	505
2022 Q3	$166K	Hold	4,412	–	–	0.1%	77
2022 Q2	$130K	Hold	4,412	–	–	0.07%	95
2022 Q1	$148K	Hold	4,412	–	–	0.06%	88
2021 Q4	$121K	Hold	4,412	–	–	0.05%	124
2021 Q3	$125K	Hold	4,412	–	–	0.07%	103
2021 Q2	$129K	Hold	4,412	–	–	0.07%	108
2021 Q1	$96K	Hold	4,412	–	–	0.06%	108
2020 Q4	$82K	Hold	4,412	–	–	0.06%	108
2020 Q3	$56K	Buy	+4,412	New	+$53.4K	0.05%	111

Other funds holding DCP

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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 $67.7B AUM 57.61% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Professional Financial Advisors's DCP Position: Q4 2022 in Review

Professional Financial Advisors sold out of DCP Midstream, LP (DCP) in Q4 2022, closing a stake of 4,412 shares — an estimated $166K sold.

Professional Financial Advisors first reported a position in DCP in Q3 2020 and held it in 9 quarters. The position peaked at $166K in Q3 2022. 149 funds tracked by Wall St. Rank hold DCP as of Q4 2022.

Professional Financial Advisors reported no remaining DCP Midstream, LP position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 4,412 DCP Midstream, LP shares in Q4 2022, an estimated $166K.
Professional Financial Advisors first reported a position in DCP Midstream, LP in Q3 2020 and held it in 9 quarters.
Professional Financial Advisors's DCP Midstream, LP position peaked at $166K in Q3 2022.
149 funds tracked by Wall St. Rank held DCP Midstream, LP as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.