Sowell Financial Services’s DTE Energy Company 2019 Corporate Units DTP Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-300	Closed	-$15K	–	3054
2021 Q1	$15K	Hold	300	–	–	﹤0.01%	2178
2020 Q4	$14K	Hold	300	–	–	﹤0.01%	1898
2020 Q3	$14K	Hold	300	–	–	﹤0.01%	1714
2020 Q2	$13K	Hold	300	–	–	﹤0.01%	1613
2020 Q1	$11K	Hold	300	–	–	﹤0.01%	1596
2019 Q4	$15K	Buy	+300	New	+$15K	﹤0.01%	1553

Other funds holding DTP

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Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Sowell Financial Services's DTP Position: Q2 2021 in Review

Sowell Financial Services sold out of DTE Energy Company 2019 Corporate Units (DTP) in Q2 2021, closing a stake of 300 shares — an estimated $15K sold.

Sowell Financial Services first reported a position in DTP in Q4 2019 and held it in 6 quarters. The position peaked at $15K in Q1 2021. 55 funds tracked by Wall St. Rank hold DTP as of Q2 2021.

Sowell Financial Services reported no remaining DTE Energy Company 2019 Corporate Units position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 300 DTE Energy Company 2019 Corporate Units shares in Q2 2021, an estimated $15K.
Sowell Financial Services first reported a position in DTE Energy Company 2019 Corporate Units in Q4 2019 and held it in 6 quarters.
Sowell Financial Services's DTE Energy Company 2019 Corporate Units position peaked at $15K in Q1 2021.
55 funds tracked by Wall St. Rank held DTE Energy Company 2019 Corporate Units as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.