SIM
DTW

Sonora Investment Management’s DTE Energy Company 2017 Series E 5.25% Junior Subordinated Debentures due 2077 DTW Stock Holding History

Sonora Investment Management’s Portfolio DTW Stock Details DTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-200
Closed -$5K – 1010
2021
Q1 		$5K Buy
+200
New +$5.22K ﹤0.01% 1514

Other funds holding DTW

IR
IAT Reinsurance New York $167M AUM 46% 1-Year Est. Return
SC
Sierra Capital Miami, Florida $1.03B AUM 10.79% 1-Year Est. Return

Sonora Investment Management's DTW Position: Q2 2021 in Review

Sonora Investment Management sold out of DTE Energy Company 2017 Series E 5.25% Junior Subordinated Debentures due 2077 (DTW) in Q2 2021, closing a stake of 200 shares — an estimated $5K sold.

Sonora Investment Management first reported a position in DTW in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 2 funds tracked by Wall St. Rank hold DTW as of Q2 2021.

  • Sonora Investment Management reported no remaining DTE Energy Company 2017 Series E 5.25% Junior Subordinated Debentures due 2077 position as of Q2 2021 after selling out during the quarter.
  • Sonora Investment Management sold 200 DTE Energy Company 2017 Series E 5.25% Junior Subordinated Debentures due 2077 shares in Q2 2021, an estimated $5K.
  • Sonora Investment Management first reported a position in DTE Energy Company 2017 Series E 5.25% Junior Subordinated Debentures due 2077 in Q1 2021 and held it in 1 quarter.
  • Sonora Investment Management's DTE Energy Company 2017 Series E 5.25% Junior Subordinated Debentures due 2077 position peaked at $5K in Q1 2021.
  • 2 funds tracked by Wall St. Rank held DTE Energy Company 2017 Series E 5.25% Junior Subordinated Debentures due 2077 as of Q2 2021.

Based on Sonora Investment Management's 13F filing for Q2 2021, filed 20 Oct 2021.