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

Sigma Planning Corp’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 Q3	–	Sell	-5,733	Closed	-$283K	–	1526
2021 Q2	$283K	Hold	5,733	–	–	0.01%	1119
2021 Q1	$285K	Hold	5,733	–	–	0.01%	1018
2020 Q4	$276K	Hold	5,733	–	–	0.01%	947
2020 Q3	$259K	Hold	5,733	–	–	0.01%	846
2020 Q2	$243K	Hold	5,733	–	–	0.01%	864
2020 Q1	$216K	Buy	+5,733	New	+$269K	0.01%	759

Other funds holding DTP

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sigma Planning Corp's DTP Position: Q3 2021 in Review

Sigma Planning Corp sold out of DTE Energy Company 2019 Corporate Units (DTP) in Q3 2021, closing a stake of 5,733 shares — an estimated $283K sold.

Sigma Planning Corp first reported a position in DTP in Q1 2020 and held it in 6 quarters. The position peaked at $285K in Q1 2021. 54 funds tracked by Wall St. Rank hold DTP as of Q3 2021.

Sigma Planning Corp reported no remaining DTE Energy Company 2019 Corporate Units position as of Q3 2021 after selling out during the quarter.
Sigma Planning Corp sold 5,733 DTE Energy Company 2019 Corporate Units shares in Q3 2021, an estimated $283K.
Sigma Planning Corp first reported a position in DTE Energy Company 2019 Corporate Units in Q1 2020 and held it in 6 quarters.
Sigma Planning Corp's DTE Energy Company 2019 Corporate Units position peaked at $285K in Q1 2021.
54 funds tracked by Wall St. Rank held DTE Energy Company 2019 Corporate Units as of Q3 2021.

Based on Sigma Planning Corp's 13F filing for Q3 2021, filed 28 Oct 2021.