SMFS
DCP

Squar Milner Financial Services’s DCP Midstream, LP DCP Stock Holding History

Squar Milner Financial Services’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
2019
Q3 		– Sell
-820
Closed -$24K – 773
2019
Q2 		$24K Sell
820
-525
-39% -$16.4K 0.02% 444
2019
Q1 		$44K Sell
1,345
-160
-11% -$5.12K 0.03% 335
2018
Q4 		$40K Buy
1,505
+540
+56% +$19.4K 0.04% 314
2018
Q3 		$38K Sell
965
-360
-27% -$15.1K 0.03% 339
2018
Q2 		$52K Buy
+1,325
New +$50.8K 0.05% 324

Other funds holding DCP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

Squar Milner Financial Services's DCP Position: Q3 2019 in Review

Squar Milner Financial Services sold out of DCP Midstream, LP (DCP) in Q3 2019, closing a stake of 820 shares — an estimated $24K sold.

Squar Milner Financial Services first reported a position in DCP in Q2 2018 and held it in 5 quarters. The position peaked at $52K in Q2 2018. 143 funds tracked by Wall St. Rank hold DCP as of Q3 2019.

  • Squar Milner Financial Services reported no remaining DCP Midstream, LP position as of Q3 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 820 DCP Midstream, LP shares in Q3 2019, an estimated $24K.
  • Squar Milner Financial Services first reported a position in DCP Midstream, LP in Q2 2018 and held it in 5 quarters.
  • Squar Milner Financial Services's DCP Midstream, LP position peaked at $52K in Q2 2018.
  • 143 funds tracked by Wall St. Rank held DCP Midstream, LP as of Q3 2019.

Based on Squar Milner Financial Services's 13F filing for Q3 2019, filed 22 Oct 2019.