Advisor Group’s DTE Energy Company 2016 Corporate Units DTV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
-150
Closed -$9K 5639
2019
Q3
$9K Sell
150
-155
-51% -$8.8K ﹤0.01% 4432
2019
Q2
$17K Buy
305
+50
+20% +$2.79K ﹤0.01% 4091
2019
Q1
$15K Buy
255
+114
+81% +$6.17K ﹤0.01% 4168
2018
Q4
$7K Hold
141
﹤0.01% 4410
2018
Q3
$7K Buy
141
+100
+244% +$5.27K ﹤0.01% 4486
2018
Q2
$2K Hold
41
﹤0.01% 4740
2018
Q1
$2K Buy
+41
New +$2.13K ﹤0.01% 4753

Other funds holding DTV

Advisor Group's DTV Position: Q4 2019 in Review

Advisor Group sold out of DTE Energy Company 2016 Corporate Units (DTV) in Q4 2019, closing a stake of 150 shares — an estimated $9K sold.

Advisor Group first reported a position in DTV in Q1 2018 and held it in 7 quarters. The position peaked at $17K in Q2 2019. 1 fund tracked by Wall St. Rank holds DTV as of Q4 2019.

  • Advisor Group reported no remaining DTE Energy Company 2016 Corporate Units position as of Q4 2019 after selling out during the quarter.
  • Advisor Group sold 150 DTE Energy Company 2016 Corporate Units shares in Q4 2019, an estimated $9K.
  • Advisor Group first reported a position in DTE Energy Company 2016 Corporate Units in Q1 2018 and held it in 7 quarters.
  • Advisor Group's DTE Energy Company 2016 Corporate Units position peaked at $17K in Q2 2019.
  • 1 fund tracked by Wall St. Rank held DTE Energy Company 2016 Corporate Units as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.