RFA
DTP

Reilly Financial Advisors’s DTE Energy Company 2019 Corporate Units DTP Stock Holding History

Reilly Financial Advisors’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
2021
Q4 		$5K Hold
100
– – ﹤0.01% 862
2021
Q3 		$5K Buy
+100
New +$5.12K ﹤0.01% 765

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACM
Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return

Reilly Financial Advisors's DTP Position: Q4 2021 in Review

Reilly Financial Advisors held its DTE Energy Company 2019 Corporate Units (DTP) position steady in Q4 2021 at 100 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #862.

Reilly Financial Advisors first reported a position in DTP in Q3 2021 and has held it in 2 quarters since. 55 funds tracked by Wall St. Rank hold DTP as of Q4 2021.

  • Reilly Financial Advisors held 100 shares of DTE Energy Company 2019 Corporate Units worth $5K as of Q4 2021.
  • Reilly Financial Advisors left its DTE Energy Company 2019 Corporate Units share count unchanged in Q4 2021.
  • DTE Energy Company 2019 Corporate Units made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #862 holding.
  • Reilly Financial Advisors first reported a position in DTE Energy Company 2019 Corporate Units in Q3 2021 and has held it in 2 quarters since.
  • 55 funds tracked by Wall St. Rank held DTE Energy Company 2019 Corporate Units as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.