Summit Financial’s DCP Midstream, LP DCP Stock Holding History

Summit Financial’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 Q2	–	Sell	-11,686	Closed	-$47.6K	–	49
2020 Q1	$47.6K	Sell	11,686 -8,210	-41%	-$137K	0.01%	42
2019 Q4	$487K	Buy	+19,896	New	+$468K	0.08%	34
2019 Q3	–	Sell	-22,179	Closed	-$650K	–	42
2019 Q2	$650K	Buy	22,179 +2,545	+13%	+$79.5K	0.11%	31
2019 Q1	$649K	Sell	19,634 -338	-2%	-$10.8K	0.11%	32
2018 Q4	$529K	Buy	+19,972	New	+$717K	0.1%	33

Other funds holding DCP

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

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

TCA

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return

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

Summit Financial's DCP Position: Q2 2020 in Review

Summit Financial sold out of DCP Midstream, LP (DCP) in Q2 2020, closing a stake of 11,686 shares — an estimated $47.6K sold.

Summit Financial first reported a position in DCP in Q4 2018 and held it in 5 quarters. The position peaked at $650K in Q2 2019. 108 funds tracked by Wall St. Rank hold DCP as of Q2 2020.

Summit Financial reported no remaining DCP Midstream, LP position as of Q2 2020 after selling out during the quarter.
Summit Financial sold 11,686 DCP Midstream, LP shares in Q2 2020, an estimated $47.6K.
Summit Financial first reported a position in DCP Midstream, LP in Q4 2018 and held it in 5 quarters.
Summit Financial's DCP Midstream, LP position peaked at $650K in Q2 2019.
108 funds tracked by Wall St. Rank held DCP Midstream, LP as of Q2 2020.

Based on Summit Financial's 13F filing for Q2 2020, filed 12 Aug 2020.