Alpha Cubed Investments’s DTE Energy DTE Stock Holding History

Alpha Cubed Investments’s Portfolio DTE Stock Details DTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-2,544	Closed	-$245K	–	252
2018 Q3	$245K	Buy	+2,544	New	+$237K	0.03%	270

Other funds holding DTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Alpha Cubed Investments's DTE Position: Q4 2018 in Review

Alpha Cubed Investments sold out of DTE Energy (DTE) in Q4 2018, closing a stake of 2,544 shares — an estimated $245K sold.

Alpha Cubed Investments first reported a position in DTE in Q3 2018 and held it in 1 quarter. The position peaked at $245K in Q3 2018. 659 funds tracked by Wall St. Rank hold DTE as of Q4 2018.

Alpha Cubed Investments reported no remaining DTE Energy position as of Q4 2018 after selling out during the quarter.
Alpha Cubed Investments sold 2,544 DTE Energy shares in Q4 2018, an estimated $245K.
Alpha Cubed Investments first reported a position in DTE Energy in Q3 2018 and held it in 1 quarter.
Alpha Cubed Investments's DTE Energy position peaked at $245K in Q3 2018.
659 funds tracked by Wall St. Rank held DTE Energy as of Q4 2018.

Based on Alpha Cubed Investments's 13F filing for Q4 2018, filed 29 Jan 2019.