WJWM
DCP

Williams Jones Wealth Management’s DCP Midstream, LP DCP Stock Holding History

Williams Jones Wealth Management’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
2020
Q1 		– Sell
-13,217
Closed -$324K – 442
2019
Q4 		$324K Sell
13,217
-2,150
-14% -$50.5K 0.01% 344
2019
Q3 		$403K Buy
+15,367
New +$419K 0.01% 295

Other funds holding DCP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BL
Bleichroeder LP New York $579M AUM 94.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Williams Jones Wealth Management's DCP Position: Q1 2020 in Review

Williams Jones Wealth Management sold out of DCP Midstream, LP (DCP) in Q1 2020, closing a stake of 13,217 shares — an estimated $324K sold.

Williams Jones Wealth Management first reported a position in DCP in Q3 2019 and held it in 2 quarters. The position peaked at $403K in Q3 2019. 122 funds tracked by Wall St. Rank hold DCP as of Q1 2020.

  • Williams Jones Wealth Management reported no remaining DCP Midstream, LP position as of Q1 2020 after selling out during the quarter.
  • Williams Jones Wealth Management sold 13,217 DCP Midstream, LP shares in Q1 2020, an estimated $324K.
  • Williams Jones Wealth Management first reported a position in DCP Midstream, LP in Q3 2019 and held it in 2 quarters.
  • Williams Jones Wealth Management's DCP Midstream, LP position peaked at $403K in Q3 2019.
  • 122 funds tracked by Wall St. Rank held DCP Midstream, LP as of Q1 2020.

Based on Williams Jones Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.