WAM
DCP

Wealthspire Advisors (Maryland)’s DCP Midstream, LP DCP Stock Holding History

Wealthspire Advisors (Maryland)’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
2017
Q2 		– Sell
-1,275
Closed -$50K – 2305
2017
Q1 		$50K Buy
+1,275
New +$49.3K 0.01% 803
2016
Q4 		– Hold
0
– – – 776
2016
Q3 		– Hold
0
– – – 811
2016
Q2 		– Hold
0
– – – 776
2016
Q1 		– Hold
0
– – – 796
2015
Q4 		– Hold
0
– – – 821

Other funds holding DCP

AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DCP Position: Q2 2017 in Review

Wealthspire Advisors (Maryland) sold out of DCP Midstream, LP (DCP) in Q2 2017, closing a stake of 1,275 shares — an estimated $50K sold.

Wealthspire Advisors (Maryland) first reported a position in DCP in Q1 2017 and held it in 1 quarter. The position peaked at $50K in Q1 2017. 158 funds tracked by Wall St. Rank hold DCP as of Q2 2017.

  • Wealthspire Advisors (Maryland) reported no remaining DCP Midstream, LP position as of Q2 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,275 DCP Midstream, LP shares in Q2 2017, an estimated $50K.
  • Wealthspire Advisors (Maryland) first reported a position in DCP Midstream, LP in Q1 2017 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s DCP Midstream, LP position peaked at $50K in Q1 2017.
  • 158 funds tracked by Wall St. Rank held DCP Midstream, LP as of Q2 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2017, filed 9 Aug 2017.