VSWA
DCP

Vontobel Swiss Wealth Advisors’s DCP Midstream, LP DCP Stock Holding History

Vontobel Swiss Wealth 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
2015
Q1 		– Sell
-1,000
Closed -$45K – 110
2014
Q4 		$45K Buy
+1,000
New +$50K 0.03% 54

Other funds holding DCP

KACA
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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
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's DCP Position: Q1 2015 in Review

Vontobel Swiss Wealth Advisors sold out of DCP Midstream, LP (DCP) in Q1 2015, closing a stake of 1,000 shares — an estimated $45K sold.

Vontobel Swiss Wealth Advisors first reported a position in DCP in Q4 2014 and held it in 1 quarter. The position peaked at $45K in Q4 2014. 148 funds tracked by Wall St. Rank hold DCP as of Q1 2015.

  • Vontobel Swiss Wealth Advisors reported no remaining DCP Midstream, LP position as of Q1 2015 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 1,000 DCP Midstream, LP shares in Q1 2015, an estimated $45K.
  • Vontobel Swiss Wealth Advisors first reported a position in DCP Midstream, LP in Q4 2014 and held it in 1 quarter.
  • Vontobel Swiss Wealth Advisors's DCP Midstream, LP position peaked at $45K in Q4 2014.
  • 148 funds tracked by Wall St. Rank held DCP Midstream, LP as of Q1 2015.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q1 2015, filed 13 May 2015.