TFO Wealth Partners’s DCP Midstream, LP DCP Stock Holding History

TFO Wealth Partners’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
2021 Q4	–	Sell	-429	Closed	-$12K	–	207
2021 Q3	$12K	Buy	+429	New	+$11.8K	﹤0.01%	91
2021 Q2	–	Sell	-267	Closed	-$6K	–	206
2021 Q1	$6K	Buy	+267	New	+$5.88K	﹤0.01%	145
2020 Q4	–	Sell	-267	Closed	-$3K	–	181
2020 Q3	$3K	Hold	267	–	–	﹤0.01%	129
2020 Q2	$3K	Hold	267	–	–	﹤0.01%	122
2020 Q1	$1K	Hold	267	–	–	﹤0.01%	122
2019 Q4	$6K	Buy	+267	New	+$6.28K	0.01%	132

Other funds holding DCP

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

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

TCA

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

Goldman Sachs New York $871B AUM 31.28% 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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TFO Wealth Partners's DCP Position: Q4 2021 in Review

TFO Wealth Partners sold out of DCP Midstream, LP (DCP) in Q4 2021, closing a stake of 429 shares — an estimated $12K sold.

TFO Wealth Partners first reported a position in DCP in Q4 2019 and held it in 6 quarters. The position peaked at $12K in Q3 2021. 139 funds tracked by Wall St. Rank hold DCP as of Q4 2021.

TFO Wealth Partners reported no remaining DCP Midstream, LP position as of Q4 2021 after selling out during the quarter.
TFO Wealth Partners sold 429 DCP Midstream, LP shares in Q4 2021, an estimated $12K.
TFO Wealth Partners first reported a position in DCP Midstream, LP in Q4 2019 and held it in 6 quarters.
TFO Wealth Partners's DCP Midstream, LP position peaked at $12K in Q3 2021.
139 funds tracked by Wall St. Rank held DCP Midstream, LP as of Q4 2021.

Based on TFO Wealth Partners's 13F filing for Q4 2021, filed 21 Jan 2022.