SFA
DCP

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

Sequoia 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
2014
Q4 		– Sell
-8,120
Closed -$442K – 176
2014
Q3 		$442K Buy
+8,120
New +$446K 0.31% 80
2014
Q2 		– Sell
-12,028
Closed -$603K – 173
2014
Q1 		$603K Buy
12,028
+830
+7% +$41.1K 0.5% 55
2013
Q4 		$564K Buy
+11,198
New +$538K 0.47% 61

Other funds holding DCP

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return

Sequoia Financial Advisors's DCP Position: Q4 2014 in Review

Sequoia Financial Advisors sold out of DCP Midstream, LP (DCP) in Q4 2014, closing a stake of 8,120 shares — an estimated $442K sold.

Sequoia Financial Advisors first reported a position in DCP in Q4 2013 and held it in 3 quarters. The position peaked at $603K in Q1 2014. 167 funds tracked by Wall St. Rank hold DCP as of Q4 2014.

  • Sequoia Financial Advisors reported no remaining DCP Midstream, LP position as of Q4 2014 after selling out during the quarter.
  • Sequoia Financial Advisors sold 8,120 DCP Midstream, LP shares in Q4 2014, an estimated $442K.
  • Sequoia Financial Advisors first reported a position in DCP Midstream, LP in Q4 2013 and held it in 3 quarters.
  • Sequoia Financial Advisors's DCP Midstream, LP position peaked at $603K in Q1 2014.
  • 167 funds tracked by Wall St. Rank held DCP Midstream, LP as of Q4 2014.

Based on Sequoia Financial Advisors's 13F filing for Q4 2014, filed 17 Feb 2015.