CT
DTM icon

Coastline Trust’s DT Midstream DTM Stock Holding History

Coastline Trust’s Portfolio DTM Stock Details DTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.97K Hold
50
– – ﹤0.01% 334
2026
Q2 		$7.34K Sell
50
-100
-67% -$14.1K ﹤0.01% 376
2026
Q1 		$20.2K Hold
150
– – ﹤0.01% 324
2025
Q4 		$18K Hold
150
– – ﹤0.01% 320
2025
Q3 		$17K Hold
150
– – ﹤0.01% 314
2025
Q2 		$16.5K Hold
150
– – ﹤0.01% 320
2025
Q1 		$14.5K Hold
150
– – ﹤0.01% 325
2024
Q4 		$14.9K Hold
150
– – ﹤0.01% 340
2024
Q3 		$11.8K Buy
+150
New +$11.2K ﹤0.01% 371

Other funds holding DTM

CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

Coastline Trust's DTM Position: Q3 2026 in Review

Coastline Trust held its DT Midstream (DTM) position steady in Q3 2026 at 50 shares worth $5.97K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Coastline Trust first reported a position in DTM in Q3 2024 and has held it in 9 quarters since. The position peaked at $20.2K in Q1 2026. 57 funds tracked by Wall St. Rank hold DTM as of Q3 2026.

  • Coastline Trust held 50 shares of DT Midstream worth $5.97K as of Q3 2026.
  • Coastline Trust left its DT Midstream share count unchanged in Q3 2026.
  • DT Midstream made up ﹤0.01% of Coastline Trust's portfolio in Q3 2026, its #334 holding.
  • Coastline Trust first reported a position in DT Midstream in Q3 2024 and has held it in 9 quarters since.
  • Coastline Trust's DT Midstream position peaked at $20.2K in Q1 2026.
  • 57 funds tracked by Wall St. Rank held DT Midstream as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.