Avantax Planning Partners’s DTE Energy DTE Stock Holding History

Avantax Planning Partners’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
2020 Q1	–	Sell	-1,999	Closed	-$221K	–	285
2019 Q4	$221K	Buy	1,999 +20	+1%	+$2.16K	0.01%	273
2019 Q3	$224K	Buy	1,979 +6	+0.3%	+$663	0.01%	280
2019 Q2	$220K	Sell	1,973 -70	-3%	-$7.51K	0.01%	277
2019 Q1	$217K	Buy	+2,043	New	+$206K	0.02%	270
2018 Q4	–	Sell	-154	Closed	-$14K	–	511
2018 Q3	$14K	Buy	+154	New	+$14.4K	﹤0.01%	788
2018 Q2	–	Sell	-2,055	Closed	-$183K	–	544
2018 Q1	$183K	Sell	2,055 -2,093	-50%	-$184K	0.02%	311
2017 Q4	$386K	Sell	4,148 -335	-7%	-$31.8K	0.04%	196
2017 Q3	$410K	Buy	4,483 +1,751	+64%	+$162K	0.03%	233
2017 Q2	$246K	Sell	2,732 -102	-4%	-$9.24K	0.02%	292
2017 Q1	$246K	Sell	2,834 -89	-3%	-$7.54K	0.02%	271
2016 Q4	$245K	Buy	+2,923	New	+$235K	0.03%	258

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

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

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

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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

Avantax Planning Partners's DTE Position: Q1 2020 in Review

Avantax Planning Partners sold out of DTE Energy (DTE) in Q1 2020, closing a stake of 1,999 shares — an estimated $221K sold.

Avantax Planning Partners first reported a position in DTE in Q4 2016 and held it in 11 quarters. The position peaked at $410K in Q3 2017. 620 funds tracked by Wall St. Rank hold DTE as of Q1 2020.

Avantax Planning Partners reported no remaining DTE Energy position as of Q1 2020 after selling out during the quarter.
Avantax Planning Partners sold 1,999 DTE Energy shares in Q1 2020, an estimated $221K.
Avantax Planning Partners first reported a position in DTE Energy in Q4 2016 and held it in 11 quarters.
Avantax Planning Partners's DTE Energy position peaked at $410K in Q3 2017.
620 funds tracked by Wall St. Rank held DTE Energy as of Q1 2020.

Based on Avantax Planning Partners's 13F filing for Q1 2020, filed 27 Apr 2020.