Waverly Advisors’s DCP Midstream, LP DCP Stock Holding History

Waverly 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
2014 Q4	–	Sell	-768	Closed	-$42K	–	704
2014 Q3	$42K	Hold	768	–	–	0.02%	242
2014 Q2	$44K	Buy	+768	New	+$41.6K	0.02%	249

Other funds holding DCP

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

TCA

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

OppenheimerFunds New York $80.4B AUM 15.1% 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

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

NIM

NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return

Waverly Advisors's DCP Position: Q4 2014 in Review

Waverly Advisors sold out of DCP Midstream, LP (DCP) in Q4 2014, closing a stake of 768 shares — an estimated $42K sold.

Waverly Advisors first reported a position in DCP in Q2 2014 and held it in 2 quarters. The position peaked at $44K in Q2 2014. 167 funds tracked by Wall St. Rank hold DCP as of Q4 2014.

Waverly Advisors reported no remaining DCP Midstream, LP position as of Q4 2014 after selling out during the quarter.
Waverly Advisors sold 768 DCP Midstream, LP shares in Q4 2014, an estimated $42K.
Waverly Advisors first reported a position in DCP Midstream, LP in Q2 2014 and held it in 2 quarters.
Waverly Advisors's DCP Midstream, LP position peaked at $44K in Q2 2014.
167 funds tracked by Wall St. Rank held DCP Midstream, LP as of Q4 2014.

Based on Waverly Advisors's 13F filing for Q4 2014, filed 15 Jan 2015.