Security National Bank of Sioux City Iowa’s DCP Midstream, LP DCP Stock Holding History

Security National Bank of Sioux City Iowa’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	$396K	Hold	10,200	–	–	0.3%	73
2022 Q3	$383K	Hold	10,200	–	–	0.34%	70
2022 Q2	$302K	Hold	10,200	–	–	0.26%	74
2022 Q1	$342K	Hold	10,200	–	–	0.25%	72
2021 Q4	$280K	Hold	10,200	–	–	0.19%	79
2021 Q3	$288K	Buy	+10,200	New	+$282K	0.22%	75
2021 Q2	–	Sell	-10,200	Closed	-$221K	–	129
2021 Q1	$221K	Hold	10,200	–	–	0.18%	94
2020 Q4	$189K	Hold	10,200	–	–	0.16%	90
2020 Q3	$114K	Hold	10,200	–	–	0.11%	85
2020 Q2	$115K	Hold	10,200	–	–	0.12%	82
2020 Q1	$42K	Buy	10,200 +800	+9%	+$13.3K	0.05%	77
2019 Q4	$230K	Buy	+9,400	New	+$221K	0.23%	81

Other funds holding DCP

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

Goldman Sachs New York $871B AUM 31.28% 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

Blackstone Inc New York $25.6B AUM 26.83% 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 $416B AUM 33.63% 1-Year Est. Return

Security National Bank of Sioux City Iowa's DCP Position: Q4 2022 in Review

Security National Bank of Sioux City Iowa held its DCP Midstream, LP (DCP) position steady in Q4 2022 at 10,200 shares worth $396K. The position accounts for 0.3% of the portfolio, ranked #73.

Security National Bank of Sioux City Iowa first reported a position in DCP in Q4 2019 and has held it in 12 quarters since. 149 funds tracked by Wall St. Rank hold DCP as of Q4 2022.

Security National Bank of Sioux City Iowa held 10,200 shares of DCP Midstream, LP worth $396K as of Q4 2022.
Security National Bank of Sioux City Iowa left its DCP Midstream, LP share count unchanged in Q4 2022.
DCP Midstream, LP made up 0.3% of Security National Bank of Sioux City Iowa's portfolio in Q4 2022, its #73 holding.
Security National Bank of Sioux City Iowa first reported a position in DCP Midstream, LP in Q4 2019 and has held it in 12 quarters since.
149 funds tracked by Wall St. Rank held DCP Midstream, LP as of Q4 2022.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q4 2022, filed 16 Feb 2023.