SSG
DCP

Summit Securities Group’s DCP Midstream, LP DCP Stock Holding History

Summit Securities Group’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
2023
Q1 		– Sell
-108
Closed -$4K – 1417
2022
Q4 		$4K Buy
108
+106
+5,300% +$4.1K ﹤0.01% 1092
2022
Q3 		$0 Buy
+2
New +$70 ﹤0.01% 1236
2015
Q3 		– Sell
-1,547
Closed -$47K – 547
2015
Q2 		$47K Buy
+1,547
New +$58K 0.02% 234
2014
Q3 		– Sell
-500
Closed -$29K – 820
2014
Q2 		$29K Buy
+500
New +$27.1K 0.01% 342
2013
Q3 		– Sell
-8
Closed – – 579
2013
Q2 		$0 Buy
+8
New +$392 ﹤0.01% 615

Other funds holding DCP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Summit Securities Group's DCP Position: Q1 2023 in Review

Summit Securities Group sold out of DCP Midstream, LP (DCP) in Q1 2023, closing a stake of 108 shares — an estimated $4K sold.

Summit Securities Group first reported a position in DCP in Q2 2013 and held it in 5 quarters. The position peaked at $47K in Q2 2015. 126 funds tracked by Wall St. Rank hold DCP as of Q1 2023.

  • Summit Securities Group reported no remaining DCP Midstream, LP position as of Q1 2023 after selling out during the quarter.
  • Summit Securities Group sold 108 DCP Midstream, LP shares in Q1 2023, an estimated $4K.
  • Summit Securities Group first reported a position in DCP Midstream, LP in Q2 2013 and held it in 5 quarters.
  • Summit Securities Group's DCP Midstream, LP position peaked at $47K in Q2 2015.
  • 126 funds tracked by Wall St. Rank held DCP Midstream, LP as of Q1 2023.

Based on Summit Securities Group's 13F filing for Q1 2023, filed 12 May 2023.