WA
DCP

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

WFG 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
2017
Q2 		$3K Hold
100
– – ﹤0.01% 1388
2017
Q1 		$4K Hold
100
– – ﹤0.01% 1261
2016
Q4 		$4K Hold
100
– – ﹤0.01% 1326
2016
Q3 		$4K Hold
100
– – ﹤0.01% 1323
2016
Q2 		$3K Hold
100
– – ﹤0.01% 1347
2016
Q1 		$3K Hold
100
– – ﹤0.01% 1300
2015
Q4 		$2K Buy
+100
New +$2.59K ﹤0.01% 1396
2015
Q3 		– Sell
-109
Closed -$3K – 1740
2015
Q2 		$3K Buy
109
+3
+3% +$113 ﹤0.01% 1441
2015
Q1 		$4K Sell
106
-1,163
-92% -$45.9K ﹤0.01% 1434
2014
Q4 		$58K Sell
1,269
-3,232
-72% -$162K 0.01% 826
2014
Q3 		$245K Buy
4,501
+48
+1% +$2.63K 0.05% 402
2014
Q2 		$254K Buy
4,453
+145
+3% +$7.85K 0.05% 401
2014
Q1 		$216K Sell
4,308
-403
-9% -$19.9K 0.04% 413
2013
Q4 		$237K Buy
4,711
+42
+0.9% +$2.02K 0.03% 478
2013
Q3 		$232K Buy
4,669
+59
+1% +$3K 0.04% 448
2013
Q2 		$249K Buy
+4,610
New +$226K 0.04% 416

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

WFG Advisors's DCP Position: Q2 2017 in Review

WFG Advisors held its DCP Midstream, LP (DCP) position steady in Q2 2017 at 100 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1388.

WFG Advisors first reported a position in DCP in Q2 2013 and has held it in 16 quarters since. The position peaked at $254K in Q2 2014. 158 funds tracked by Wall St. Rank hold DCP as of Q2 2017.

  • WFG Advisors held 100 shares of DCP Midstream, LP worth $3K as of Q2 2017.
  • WFG Advisors left its DCP Midstream, LP share count unchanged in Q2 2017.
  • DCP Midstream, LP made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1388 holding.
  • WFG Advisors first reported a position in DCP Midstream, LP in Q2 2013 and has held it in 16 quarters since.
  • WFG Advisors's DCP Midstream, LP position peaked at $254K in Q2 2014.
  • 158 funds tracked by Wall St. Rank held DCP Midstream, LP as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.