Creative Planning
DTP

Creative Planning’s DTE Energy Company 2019 Corporate Units DTP Stock Holding History

Creative Planning’s Portfolio DTP Stock Details DTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-100
Closed -$5K – 2597
2022
Q1 		$5K Buy
+100
New +$5.13K ﹤0.01% 2252

Other funds holding DTP

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CAM
Camden Asset Management Los Angeles, California $2.94B AUM 14.59% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Creative Planning's DTP Position: Q2 2022 in Review

Creative Planning sold out of DTE Energy Company 2019 Corporate Units (DTP) in Q2 2022, closing a stake of 100 shares — an estimated $5K sold.

Creative Planning first reported a position in DTP in Q1 2022 and held it in 1 quarter. The position peaked at $5K in Q1 2022. 59 funds tracked by Wall St. Rank hold DTP as of Q2 2022.

  • Creative Planning reported no remaining DTE Energy Company 2019 Corporate Units position as of Q2 2022 after selling out during the quarter.
  • Creative Planning sold 100 DTE Energy Company 2019 Corporate Units shares in Q2 2022, an estimated $5K.
  • Creative Planning first reported a position in DTE Energy Company 2019 Corporate Units in Q1 2022 and held it in 1 quarter.
  • Creative Planning's DTE Energy Company 2019 Corporate Units position peaked at $5K in Q1 2022.
  • 59 funds tracked by Wall St. Rank held DTE Energy Company 2019 Corporate Units as of Q2 2022.

Based on Creative Planning's 13F filing for Q2 2022, filed 15 Aug 2022.