Family Management’s Determine, Inc. Common Stock DTRM Stock Holding History

Family Management’s Portfolio DTRM Stock Details DTRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-30,000	Closed	-$20K	–	136
2018 Q3	$20K	Hold	30,000	–	–	0.01%	70
2018 Q2	$42K	Hold	30,000	–	–	0.03%	73
2018 Q1	$43K	Buy	+30,000	New	+$50.9K	0.03%	63

Other funds holding DTRM

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Family Management's DTRM Position: Q4 2018 in Review

Family Management sold out of Determine, Inc. Common Stock (DTRM) in Q4 2018, closing a stake of 30,000 shares — an estimated $20K sold.

Family Management first reported a position in DTRM in Q1 2018 and held it in 3 quarters. The position peaked at $43K in Q1 2018. 3 funds tracked by Wall St. Rank hold DTRM as of Q4 2018.

Family Management reported no remaining Determine, Inc. Common Stock position as of Q4 2018 after selling out during the quarter.
Family Management sold 30,000 Determine, Inc. Common Stock shares in Q4 2018, an estimated $20K.
Family Management first reported a position in Determine, Inc. Common Stock in Q1 2018 and held it in 3 quarters.
Family Management's Determine, Inc. Common Stock position peaked at $43K in Q1 2018.
3 funds tracked by Wall St. Rank held Determine, Inc. Common Stock as of Q4 2018.

Based on Family Management's 13F filing for Q4 2018, filed 14 Feb 2019.