Winch Advisory Services’s DCP Midstream, LP DCP Stock Holding History

Winch Advisory Services’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
2022 Q2	–	Sell	-355	Closed	-$12K	–	497
2022 Q1	$12K	Buy	355 +5	+1%	+$154	﹤0.01%	243
2021 Q4	$10K	Buy	350 +4	+1%	+$116	﹤0.01%	267
2021 Q3	$10K	Buy	346 +5	+1%	+$138	﹤0.01%	277
2021 Q2	$10K	Buy	341 +5	+1%	+$129	﹤0.01%	275
2021 Q1	$7K	Buy	336 +6	+2%	+$132	﹤0.01%	284
2020 Q4	$6K	Buy	330 +9	+3%	+$141	﹤0.01%	291
2020 Q3	$4K	Buy	321 +8	+3%	+$97	﹤0.01%	288
2020 Q2	$4K	Buy	313 +13	+4%	+$123	﹤0.01%	285
2020 Q1	$1K	Buy	+300	New	+$4.99K	﹤0.01%	330

Other funds holding DCP

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

TCA

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Winch Advisory Services's DCP Position: Q2 2022 in Review

Winch Advisory Services sold out of DCP Midstream, LP (DCP) in Q2 2022, closing a stake of 355 shares — an estimated $12K sold.

Winch Advisory Services first reported a position in DCP in Q1 2020 and held it in 9 quarters. The position peaked at $12K in Q1 2022. 146 funds tracked by Wall St. Rank hold DCP as of Q2 2022.

Winch Advisory Services reported no remaining DCP Midstream, LP position as of Q2 2022 after selling out during the quarter.
Winch Advisory Services sold 355 DCP Midstream, LP shares in Q2 2022, an estimated $12K.
Winch Advisory Services first reported a position in DCP Midstream, LP in Q1 2020 and held it in 9 quarters.
Winch Advisory Services's DCP Midstream, LP position peaked at $12K in Q1 2022.
146 funds tracked by Wall St. Rank held DCP Midstream, LP as of Q2 2022.

Based on Winch Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.