Sargent Bickham Lagudis’s DCP Midstream, LP DCP Stock Holding History

Sargent Bickham Lagudis’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
2020 Q1	–	Sell	-333	Closed	-$8K	–	946
2019 Q4	$8K	Hold	333	–	–	﹤0.01%	647
2019 Q3	$9K	Hold	333	–	–	﹤0.01%	585
2019 Q2	$10K	Hold	333	–	–	﹤0.01%	596
2019 Q1	$11K	Hold	333	–	–	﹤0.01%	601
2018 Q4	$9K	Hold	333	–	–	﹤0.01%	602
2018 Q3	$13K	Hold	333	–	–	﹤0.01%	574
2018 Q2	$13K	Hold	333	–	–	﹤0.01%	550
2018 Q1	$12K	Hold	333	–	–	﹤0.01%	551
2017 Q4	$12K	Hold	333	–	–	﹤0.01%	581
2017 Q3	$12K	Hold	333	–	–	﹤0.01%	585
2017 Q2	$11K	Hold	333	–	–	﹤0.01%	564
2017 Q1	$13K	Hold	333	–	–	﹤0.01%	555
2016 Q4	$13K	Buy	+333	New	+$11.6K	﹤0.01%	530

Other funds holding DCP

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCA

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

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

Bleichroeder LP New York $579M AUM 94.36% 1-Year Est. Return

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

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

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

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

Sargent Bickham Lagudis's DCP Position: Q1 2020 in Review

Sargent Bickham Lagudis sold out of DCP Midstream, LP (DCP) in Q1 2020, closing a stake of 333 shares — an estimated $8K sold.

Sargent Bickham Lagudis first reported a position in DCP in Q4 2016 and held it in 13 quarters. The position peaked at $13K in Q3 2018. 122 funds tracked by Wall St. Rank hold DCP as of Q1 2020.

Sargent Bickham Lagudis reported no remaining DCP Midstream, LP position as of Q1 2020 after selling out during the quarter.
Sargent Bickham Lagudis sold 333 DCP Midstream, LP shares in Q1 2020, an estimated $8K.
Sargent Bickham Lagudis first reported a position in DCP Midstream, LP in Q4 2016 and held it in 13 quarters.
Sargent Bickham Lagudis's DCP Midstream, LP position peaked at $13K in Q3 2018.
122 funds tracked by Wall St. Rank held DCP Midstream, LP as of Q1 2020.

Based on Sargent Bickham Lagudis's 13F filing for Q1 2020, filed 7 Sep 2021.