SC
DTP

Stephens Consulting’s DTE Energy Company 2019 Corporate Units DTP Stock Holding History

Stephens Consulting’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
2022
Q2 		– Sell
-100
Closed -$5.33K – 577
2022
Q1 		$5.33K Sell
100
-100
-50% -$5.13K ﹤0.01% 422
2021
Q4 		$10.3K Buy
+200
New +$10K 0.01% 389

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
CAM
Camden Asset Management Los Angeles, California $2.94B AUM 14.59% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Stephens Consulting's DTP Position: Q2 2022 in Review

Stephens Consulting sold out of DTE Energy Company 2019 Corporate Units (DTP) in Q2 2022, closing a stake of 100 shares — an estimated $5.33K sold.

Stephens Consulting first reported a position in DTP in Q4 2021 and held it in 2 quarters. The position peaked at $10.3K in Q4 2021. 59 funds tracked by Wall St. Rank hold DTP as of Q2 2022.

  • Stephens Consulting reported no remaining DTE Energy Company 2019 Corporate Units position as of Q2 2022 after selling out during the quarter.
  • Stephens Consulting sold 100 DTE Energy Company 2019 Corporate Units shares in Q2 2022, an estimated $5.33K.
  • Stephens Consulting first reported a position in DTE Energy Company 2019 Corporate Units in Q4 2021 and held it in 2 quarters.
  • Stephens Consulting's DTE Energy Company 2019 Corporate Units position peaked at $10.3K in Q4 2021.
  • 59 funds tracked by Wall St. Rank held DTE Energy Company 2019 Corporate Units as of Q2 2022.

Based on Stephens Consulting's 13F filing for Q2 2022, filed 20 Jan 2023.